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)


Book Description
"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.


Book Info
Serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.


From the Inside Flap
The interest in protecting one’s wealth is universal. Everyone has a desire to protect their family’s wealth from the threats of investment downturns, taxes, lawsuits, education costs, poor health, and death. 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 these risks. In Wealth Protection, attorney David Mandell and financial planning expert Christopher Jarvis share their Wealth Protection knowledge and experience with the world. With this book as your guide, you can begin to protect, build, and enjoy your wealth–instead of worrying about it. Wealth Protection opens with a critical lesson on how to understand "your own personal economy." What many people don’t realize is that the state of their "personal economy" is the single most important factor to building their financial fortress. Unfortunately, many people are obsessed with the world’s economic indicators. As a result, since no one person can change the economy, many people feel helpless in their planning. How does Wealth Protection allow you to take control of your "personal economy?" This book includes the proprietary Risk Factor Analysis (RFA), a questionnaire designed to tailor recommendations directly to you. These eighty-five questions include: Do you own property jointly? (a huge Wealth Protection mistake) Do you know why your pension, 401(k), or IRA is a looming 80%+ tax trap? Do you own life insurance in your name? (a potential Wealth Protection mistake) Based on your answers to these RFA questions, you will be directed to the appropriate chapter in the book’s next section, which contains over sixty chapters, each with its own distinct Wealth Protection strategy. These self-contained chapters will allow you to use this invaluable resource as your personal financial advisor time and again. Everything from how to reduce taxes on your income to avoiding the most prevalent investment mistakes are addressed in full detail. These issues and many more are discussed in the following seven sections: Tax Planning Investing Asset Protection Insurance Planning Retirement Planning Estate Planning Business Planning Filled with proven techniques and expert guidance, Wealth Protection offers you access to the secrets and strategies of two top financial advisors. Take this opportunity to understand why a Wealth Protection Plan is so important and learn how to put your personal Wealth Protection Plan into action.


From the Back Cover
"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.


About 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).

FROM THE PUBLISHER

The interest in protecting one's wealth is universal. Everyone has a desire to protect their family's wealth from the threats of investment downturns, taxes, lawsuits, education costs, poor health, and death. 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 these risks.

In Wealth Protection, attorney David Mandell and financial planning expert Christopher Jarvis share their Wealth Protection knowledge and experience with the world. With this book as your guide, you can begin to protect, build, and enjoy your wealth-instead of worrying about it.

Wealth Protection opens with a critical lesson on how to understand "your own personal economy." What many people don't realize is that the state of their "personal economy" is the single most important factor to building their financial fortress. Unfortunately, many people are obsessed with the world's economic indicators. As a result, since no one person can change the economy, many people feel helpless in their planning.

How does Wealth Protection allow you to take control of your "personal economy?" This book includes the proprietary Risk Factor Analysis (RFA), a questionnaire designed to tailor recommendations directly to you. These eighty-five questions include:Do you own property jointly? (a huge Wealth Protection mistake)Do you know why your pension, 401(k), or IRA is a looming 80%+ tax trap?Do you own life insurance in your name? (a potential Wealth Protection mistake)

Based on your answers to these RFA questions, you will be directed to the appropriate chapter in the book's next section, which contains over sixty chapters, each with its own distinct Wealth Protection strategy. These self-contained chapters will allow you to use this invaluable resource as your personal financial advisor time and again. Everything from how to reduce taxes on your income to avoiding the most prevalent investment mistakes are addressed in full detail.

These issues and many more are discussed in the following seven sections:Tax PlanningInvestingAsset ProtectionInsurance PlanningRetirement PlanningEstate PlanningBusiness Planning

Filled with proven techniques and expert guidance, Wealth Protection offers you access to the secrets and strategies of two top financial advisors.