You Can Make It, But Can You Keep It?

Product Description

You Can Make It, But Can You Keep It? discusses the paradigm shift that is necessary for the wealthiest Americans and their advisors regarding asset management and protection. Conventional investment houses treat wealth management as portfolio allocation in stocks and bonds, but this historical approach is far too narrow for the sophisticated wealthholder, who should instead emphasize strategies for retaining what he already has. Instead of working solely on growing your business or your assets, the Contrarian Wealth Protection and Risk Management Philosophy asks you to consider your overall situation, developing strategies to address the worst-case scenarios so that your business partners, ex-spouses, children s spouses, the government, and creditors cannot strip you of your hard-earned assets. It is this contrarian approach to risk management, and the philosophy that runs through its genes, that a wealthholder should adopt if they aim to keep thier wealth.

About the Author

Wesley is the President of Risk Management Advisors, Inc. He is an expert in asset protection, executive compensation, alternative risk transfer and captive insurance companies. He has nearly 20 years helping highly profitable, closely held businesses limit their risk exposure and taxes through qualified plan structures, onshore and off-shore entities, and trust arrangements. He is a frequent speaker to industry associations as well as law and CPA firms on asset protection and how ordinary businesses can escape the hard/soft market of insurance by creating their own insurance companies. He has been interviewed by many national publications for his insight on insurance. He currently serves as an advisor to two committees of the United States Congress for issues that affect the financial well-being of entrepreneurs and their businesses