Wealth Protection: Build and Preserve Your Financial Fortress

Wealth Protection: Build and Preserve Your Financial Fortress

by Christopher R. Jarvis, David B. Mandell
     
 

"As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike."
-Arnold S. Goldstein, PhD, LLM, JD
author, Asset Protection Secrets

"I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the

Overview

"As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike."
-Arnold S. Goldstein, PhD, LLM, JD
author, Asset Protection Secrets

"I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth."
-Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate
School of Management, frequent CNBC Commentator

"Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start."
-Jonathan Guryan, PhD, Asst. Professor of Economics
University of Chicago Graduate School of Business

The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.

Editorial Reviews

From the Publisher
The authors of Wealth Protection-a financial adviser and a tax attorney-boast that their book should cost $5,000 because reading it is akin to meeting with a top wealth manager, minus the fancy office. For the most part, they deliver: Written specifically for wealthy investors, the advice ranges from fairly rudimentary (diversification, mutual fund costs) to very sophisticated (offshore trusts, business planning), without any Suze Orman-style hand-holding. A nifty "risk factor analysis" quiz even helps readers customize the information to their needs. Even so, this is more useful as a reference for savvy investors than as a do-it-yourself financial adviser. —Melissa Phipps (Worth Magazine, December 2002)

Product Details

ISBN-13:
9780471221425
Publisher:
Wiley
Publication date:
10/28/2002
Pages:
416
Product dimensions:
6.38(w) x 10.88(h) x 1.38(d)

Meet the Author

CHRISTOPHER R. JARVIS, MBA, is a financial planner with experience as an actuary, insurance expert, investment advisor representative, and entrepreneur. He has been quoted in numerous publications, including The Wall Street Journal. He is cofounder, with David Mandell, of Jarvis & Mandell, LLC based in Los Angeles and New York, with affiliate offices around the country (www.jarvisandmandell.com).

DAVID B. MANDELL, JD, MBA, is an attorney and financial advisor to high net worth clientele. David is the author of three prior books and hundreds of articles on his areas of expertise. He is the shareholder of David B. Mandell & Associates, P.C. (www.mandellpc.com).

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