Wealth: Strategies to Grow and Protect What Matters

Rojeck, Richard P.

Wealth: Strategies to Grow and Protect What Matters
  • 出版商: Palgrave MacMillan
  • 出版日期: 2025-01-06
  • 售價: $1,710
  • 貴賓價: 9.5 折 $1,625
  • 語言: 英文
  • 頁數: 200
  • 裝訂: Hardcover - also called cloth, retail trade, or trade
  • ISBN: 3031730534
  • ISBN-13: 9783031730535

    • 尚未上市，無法訂購

相關主題

商品描述

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.

商品描述(中文翻譯)

當努力工作與好運交會時，財富往往會產生並且豐富。

對於富有的人來說，「我會有足夠的嗎？」的問題常常被「多少才算太多？」所取代。

他們常常擔心如何運用這樣的財富來豐富子女和孫輩的生活，同時又不剝奪他們在面對生活挑戰時所獲得的個人目標和成就感。而如何通過慈善事業最有效地確保遺產，則是他們非常關心的問題。這些問題對於富有的人來說，往往是最重要的。

《財富：增長和保護重要事物的策略》的第二版幫助回答這些問題及更多。經過重新修訂的《財富》涵蓋了以下主題：多少財富才算足夠？；定義遺產；家庭治理、遺產、贈與和所得稅策略；慈善規劃；家族企業；繼承規劃等。《財富》內容全面，卻以易於接近和娛樂的風格撰寫。

在這第二版中，基於高淨值個體的真實案例研究已被納入每一章，以進一步說明所提出的概念。或許你會與其中的一些案例產生共鳴。

整書中提出問題，幫助你思考這些原則如何應用於你自己的情況。在結尾章節「綜合總結」中，提供了一個全面的檢查清單，幫助你評估自己在安排和管理事務以增長和保護對你最重要的事物方面的表現。

作者簡介

Rich Rojeck specializes in helping business owners, farmers, senior executives and other high net worth individuals grow and protect what matters. Rich holds the CERTIFIED FINANCIAL PLANNERTM professional and Accredited Investment Fiduciary professional certifications. He has more than 40 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate planning strategies, business succession planning, investment and risk management, and more. His goal is for his clients to enjoy clarity and confidence regarding the attainment of their financial and life goals.

Rich holds a Bachelor's Degree in business administration from Oregon State University and an MBA in finance from San Diego State University. Prior to beginning his financial planning practice, Rich served six years as a commissioned Naval officer, including two Western Pacific deployments and assignment as an instructor at the Surface Warfare Officers School in San Diego. Rich ultimately attained the rank of Lt. Commander.

Rich served on the national board of the International Association for Financial Planning from 1992-1999 and was its chairman in 1999. In 2010, Rich was elected to the board of the CFP Board of Standards, the standards setting and certifying body for CERTIFIED FINANCIAL PLANNERTM professionals. He served as its chairman in 2015. From 2004-2016, he was a Managing Director with Lincoln Financial Advisors, an investment firm.

Rich stays fit running, swimming, and cycling. He enjoys reading, wine collecting, travel, and is a budding jazz pianist. Rich and his wife Joji have three children and reside in San Diego, California.

作者簡介(中文翻譯)

Rich Rojeck 專注於幫助企業主、農民、高級主管及其他高淨值個人增長和保護重要資產。Rich 擁有 CERTIFIED FINANCIAL PLANNERTM 專業認證及 Accredited Investment Fiduciary 專業認證。他在制定和協助實施綜合財務計劃方面擁有超過 40 年的經驗，這些計劃整合了財務獨立分析、遺產規劃策略、企業接班規劃、投資及風險管理等。他的目標是讓客戶在實現財務和生活目標方面享有清晰和信心。

Rich 擁有俄勒岡州立大學的商業管理學士學位及聖地牙哥州立大學的財務 MBA。在開始他的財務規劃業務之前，Rich 曾擔任六年的海軍軍官，包括兩次西太平洋部署及在聖地牙哥的水面作戰軍官學校擔任教官。Rich 最終晉升為中校。

Rich 在 1992 年至 1999 年期間擔任國際財務規劃協會的全國董事會成員，並於 1999 年擔任其主席。2010 年，Rich 被選為 CFP Board of Standards 的董事會成員，該機構是 CERTIFIED FINANCIAL PLANNERTM 專業人士的標準制定和認證機構。他於 2015 年擔任該機構的主席。從 2004 年到 2016 年，他是 Lincoln Financial Advisors 的董事總經理，這是一家投資公司。

Rich 通過跑步、游泳和騎自行車保持身體健康。他喜歡閱讀、收藏葡萄酒、旅行，並且是一位初學的爵士鋼琴家。Rich 和他的妻子 Joji 有三個孩子，居住在加利福尼亞州的聖地牙哥。

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