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Build and Preserve Your Financial Fortress Christopher R. Jarvis, David B. Mandell
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. |
