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 Secrets of the Affluent: Keys to Fortune Building and Asset Protection

Business & Money

Jarvis, Christopher R.

Mandell, David B.

Economics

John Wiley&Sons, Inc.

"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 Protection : Build and Preserve Your Financial Fortress

wiley

Wealth Protection M.D. is a collaborative financial planning guide written solely for physicians, and focuses on doctor's growing concerns within the fields of asset protection, medical malpractice, estate planning, and tax planning. David Mandell JD, MBA and Chris Jarvis MBA are two well-known authors/speakers in the medical community, and have teamed up with some of the top tax attorneys and financial planners to offer physicians a comprehensive guide to secure and conservative financial well-being.

Wealth Protection MD: The Ultimate Financial Guide for 21st Century Physicians

Guardian Publishing, LLC

Asset protection is a safety net. It doesn't guarantee that you won't get sued or run into other financial calamities; but if you do, you will lose fewer assets otherwise you're in 'free-fall,' vulnerable and exposed. Your lawyer may fight to defend you against a lawsuit, but your lawyer probably won't tell you to shelter yourself in the event they lose your lawsuit. That's something you must know and do! The first step is educating yourself this book will help you do just that! The Doctors Wealth Protection Guide is a must have for every Doctor in every medical field. This book outlines reasons why asset protection is crucial, the basics of Asset Protection, various tools experts use to create plans, discussion of legal entities, pitfalls of general partnerships, liabilities, trusts, foreign assets, strategies for structuring medical practices, and much more... Asset Protection is so important today because you never know who will sue you. More so, doctors are more exposed to lawsuits than a normal individual as malpractice lawsuits are an everyday occurrence nowadays. Be proactive! Learn how to protect yourself from lawsuits and stay protected.

The Doctor's Wealth Protection Guide-paperback

Arnold S. Goldstein

Goldstein, Arnold S.

David B. Mandell

Christopher R. Jarvis

Guardian Publishing

The Physician's Money Manual is one component of Daktori's Financial Fellowship Program. "The Manual" shares the secrets of the most successful practices. Learn how to structure practice and outside business interests for maximum efficiency and find out how to attract potential buyers and investors. Plus, discover strategies to reduce insurance costs, mitigate risks, and reduce taxes on active and passive income. Entire sections are devoted to practice planning, asset protection, risk management, insurance, investing and estate planning. Free Daktori newsletter subscription (register at www.daktori.com/contact) and complimentary consultation with one of the authors also included with purchase of book.

The Physician's Money Manual

Personal Finance

Daktori Press

Managing Risk: A Guide for Physicians and Practices is one component of Daktori’s Financial Fellowship Program and is approved for up to 7.5 hours of Category I Continuing Medical Education (CME) credits in all states for all specialties. The monograph helps physicians avoid liability traps arising from casual events that meet the legal definition of the doctor-patient relationship, contribution to diagnosis, miscommunication with patients and staff, poor layout of the office (especially high risk communication areas), drug therapy dangers, and non-medical liability risks for the practicing physician. Additional sections have been added on HIPAA risks, telemedicine liability and more. Free Daktori newsletter subscription (register at www.daktori.com/contact) and complimentary consultation with one of the authors also included with purchase. If continuing education credit is desired, please see included instructions.

Managing Risk: A Guide for Physicians and Practices

Insurance

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