Wealth Protection : Build and Preserve Your Financial Fortress

by ;
Format: Hardcover
Pub. Date: 2002-10-08
Publisher(s): Wiley
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Summary

"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.

Author Biography

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, LLCûbased 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).

Table of Contents

INTRODUCTION.
WHY WE WROTE THIS BOOK.
PART I: The System/the Book.
CHAPTER ONE: WHY THIS BOOK SHOULD COST $5,000.
THIS BOOK WILL TRANSPORT YOU TO OUR OFFICES.
YOU NEED WEALTH PROTECTION PLANNING.
YOUR ADVISORS HAVE NOT DONE ENOUGH.
CHAPTER TWO: WHA

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