Wealth Protection: Build and Preserve Your Financial Fortress - Hardcover

Jarvis, Christopher R.; Mandell, David B.

3.8

10 ratings by Goodreads

9780471221425: Wealth Protection: Build and Preserve Your Financial Fortress

Hardcover

ISBN 10: 0471221422 ISBN 13: 9780471221425

Publisher: John Wiley & Sons, 2002

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"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.

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Review:

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)

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)

Synopsis:

The best way to keep what you earn Wealth Protection addresses a variety of situations that dramatically affect an individual's wealth. Centered around a concept known as the "Wealth Protection Plan," this complete resource contains valuable advice and insights that will help readers assess individual risk and formulate practical solutions to overcome that risk. Readers will learn how to protect their money in the event of an illness or disability as well as how to reduce tax liability by using tax-favored investments and selling other investments. This book also includes strategies that will allow readers to protect their assets from the cost of lawsuits, divorces, and many other potentially damaging financial risks. Regardless of the movement of the stock market or the state of the U.S. economy, wealth protection is a financial planning issue that concerns everyone. Wealth Protection will help readers protect their interests as well as provide peace of mind in today's unpredictable world.

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