A Better Way: Using Purposeful Trusts to Preserve Values & Valuables in Perpetuity - Softcover

Über die Autorin bzw. den Autor

Monroe M. “Roey” Diefendorf, Jr. is the CEO of Diefendorf Capital Planning Associates and has been active in the business since 1970. He holds a BA from Bucknell University in Psychology and a Masters in Insurance from Georgia State University. He has achieved the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®), Registered Financial Consultant (RFC®), Certified Investment Management Analyst (CIMA®), Certified 3 Dimensional Wealth Practitioner (C3DWP®), and Chartered Advisor in Philanthropy (CAP®). “When I began my career in wealth management, we established trusts to protect and preserve one’s tangible assets. We focused on the “preservation of principal.” I have come to realize that “preservation of principles” is paramount. Purposeful trusts now allow us to do just this – read on.” In 2005, Roey Diefendorf co-authored a book that redefined wealth. 3 Dimensional Wealth is made up of Financial Wealth (what you have), Personal Wealth (who you are) and Social Wealth (how to make a difference). This new perspective about “total” wealth requires a fresh look into trust management. “A Better Way” brings it all together and provides a path to follow where none previously existed.