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Wealth Secrets of the Affluent: Keys to Fortune Building and Asset Protection |  |
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Wealth Secrets of the Affluent: Keys to Fortune Building and Asset Protection | |
Christopher R. Jarvis, MBA, is a financial planner with experience as an actuary and entrepreneur. He is cofounder, with Mr. Mandell and Jason M. O′Dell, of O′Dell Jarvis Mandell, LLC, which is based in the cities of Austin, New York, Cincinnati, and Ft. Lauderdale, and has affiliate offices nationwide (www.ojmgroup.com).
David B. Mandell, JD, MBA, is an attorney and financial advisor to high–net–worth clientele. He is the shareholder of the Law Offices of David B. Mandell, PC(www.mandellpc.com). Along with Mr. Jarvis, Mandell is coauthor of the Wiley title Wealth Protection: Build and Preserve Your Financial Fortress.
www.secretsoftheaffluent.com
www.ojmgroup.com
专业书评
Wealth Secrets of the Affluent
Most of the financial guidance you'll find in books, magazines, and on the Internet is directed toward the average American. Editors have no choice but to generate content for the masses in their quest to garner the highest possible advertising dollar. Financial and legal firms also tend to focus on this large group because it is more profitable to provide "cookie-cutter" financial planning to the many than highly specialized planning to the elite. As a result of this focus on the masses, millions of affluent families and hard-working Americans who strive to be wealthy are left with inappropriate, "off-the-rack" advice instead of the customized solutions their unique financial situations require.
Financial expert Christopher Jarvis and asset protection attorney David Mandell have created Wealth Secrets of the Affluent to fill this void. Containing in-depth insights and practical advice, this reliable resource is the first book designed to help affluent families and their advisors build and preserve wealth. Industry experts Jarvis and Mandell share their extensive real-world experiences and focus on the ten essential "keys" to fortune building and asset protection that this country's wealthiest families have relied upon for decades. If you are a member of a wealthy family, are an advisor to the affluent, or would like to be in either of these categories, Wealth Secrets of the Affluent is a must read. Some of the topics covered include:
The only successful strategy to achieve affluence
Using other people to make you more money
Building the right team of advisors
Protecting your assets from lawsuits, taxes, and divorce
Avoiding financial disasters
Legally reducing taxes
There are certain financial solutions that make sense for affluent families, and with Wealth Secrets of the Affluent, you'll quickly discover what they are and how to apply them in your endeavor to build an affluent family of your own.
