Wealth Protection by Christopher R Jarvis
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.
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 officeFor 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)
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).
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).
| SKU | Unavailable |
| ISBN 13 | 9780471221425 |
| ISBN 10 | 0471221422 |
| Title | Wealth Protection |
| Author | Christopher R Jarvis |
| Condition | Unavailable |
| Binding Type | Hardback |
| Publisher | John Wiley and Sons Ltd |
| Year published | 2002-10-08 |
| Number of pages | 416 |
| Cover note | Book picture is for illustrative purposes only, actual binding, cover or edition may vary. |
| Note | Unavailable |