Wealth
eBook - ePub

Wealth

Strategies to Grow and Protect What Matters

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Wealth

Strategies to Grow and Protect What Matters

About this book

When hard work and good fortune intersect, wealth is often produced and in abundance.

For the wealthy, questions of "will I have enough?" are often supplanted by "how much is too much?"

Concerns about how to deploy such wealth to enrich their children's and grandchildren's lives while not depriving them of their individual purpose and fulfillment that comes in meeting life's challenges on their own, are common. And methods to most effectively secure a legacy through philanthropy are of keen interest. These are the issues that, for the wealthy, often matter most.

The second edition of Wealth: Strategies to Grow and Protect What Matters helps answer these questions and more. Newly revised, Wealth covers such topics as: How much wealth is enough?; defining a legacy; family governance, estate, gift and income tax strategies; charitable planning; family business; succession planning, and more. Wealth is comprehensive yet written in an approachable, entertaining style.

In this second edition, case studies – based upon real life examples of high net worth individuals – have been incorporated into each chapter to further illustrate the concepts presented. Perhaps you will identify with some of them.

Throughout, questions are presented to help you think about how the principles apply to your own situation. And in the concluding chapter, Tying It All Together, a comprehensive checklist helps you to determine how you "score" in arranging and managing your affairs to grow and protect what matters most to you.

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Yes, you can access Wealth by Richard P. Rojeck in PDF and/or ePUB format, as well as other popular books in Business & Corporate Finance. We have over one million books available in our catalogue for you to explore.

Information

Year
2024
Print ISBN
9783031730535
eBook ISBN
9783031730542
Edition
2

Table of contents

  1. Cover
  2. Front Matter
  3. 1. Wealth
  4. 2. Your Legacy
  5. 3. Family Governance
  6. 4. Estate Tax Planning
  7. 5. Charitable Planning
  8. 6. Business Succession
  9. 7. Asset Protection Planning
  10. 8. Life Insurance
  11. 9. Investment Fundamentals
  12. 10. Principles of Portfolio Management
  13. 11. Income Tax Planning
  14. 12. Selecting a Financial Planner
  15. 13. Tying It All Together
  16. Back Matter