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Wealth Protection
"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.
Wealth Secrets of the Affluent
Wealth Secrets of the Affluent reveals the ten "keys" to financial success that affluent families have used for decades. This is a must read for anyone who earns over $150,000 per year or any family that is worth over $2,000,000, as well as any advisor who makes a living assisting wealthy clients or would like to attract wealthy clients with more appropriate--and more effective--advice. There are specific strategies used to achieve unparalleled wealth, and this book puts them in perspective.
Wealth Management Made Simple: Seven Simple But Not Easy Lesson on Your Investments and Your Wealth
Seven Simple -- But Not Easy -- Lessons on Your Investments and Your Wealth
For New York Doctors
Written by OJM principals along with a New York law firm and accounting firm, For New York Doctors demonstrates how to handle the unique challenges of practicing medicine in New York so doctors can focus their efforts on getting more out of their medical practice and personal finances. The text takes the lessons of the national For Doctors Only and customizes it for physicians practicing in New York. Reduced reimbursements, higher taxes, and significant liability risk make it imperative that New York doctors work "on their practice" not just "in their practice" if their goal is to achieve any reasonable level of financial security.
For Georgia Doctors: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation and Estate Planning
Written by OJM Group principals along with a Georgia law firm and accounting firm, For Georgia Doctors demonstrates how to handle the unique challenges of practicing medicine in Georgia so doctors can focus their efforts on getting more out of their medical practice and personal finances. The text takes the lessons of the national For Doctors Only and customizes for physicians practicing in Georgia. Reduced reimbursements, higher taxes, and significant liability risk make it imperative that Georgia doctors work "on their practice" not just "in their practice" if their goal is to achieve a reasonable level of financial security.
For New York Doctors
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For California Doctors
Written by the principals and team members at OJM Group, along with four California law firms, For California Doctors demonstrates how to efficiently practice so doctors can focus their efforts on getting more out of their medical practice and personal finances. Specifically, For California Doctors seeks to educate doctors seeking to protect their personal and practice assets from lawsuits, taxes and bad investments while showing them how they may build wealth through the leverage of people, assets and effort.
Defense Wins: Wealth Defense Planning for Professional Athletes
It is widely recognized today in the sports industry that professional athletes squander their fortunes at alarming rates. While most athletes and their advisors focus on Wealth Offense (accumulating wealth), few pay any attention to Wealth Defense (protecting that wealth). This flies in the face of the old sports adage that Defense Wins Championships. Authors David B. Mandell and Jason M. O'Dell have helped over a 1,000 high wealth clients across the country protect their assets from the most common risks professional athletes face- from lawsuits, divorce, and bankruptcy, to high taxes, creditor claims, poor investments and more. In Defense Wins, the authors include lessons on asset protect...
