Wealth Management in the New Economy: Investor Strategies for Growing, Protecting and Transferring Wealth

by Norbert M. Mindel, Sarah Sleight

A practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal. For practical financial guidance you can count on, look no further than Wealth Management in the New Economy .

336 pages, Kindle Edition

First published December 30, 2009

Reviews

[Elruin Elmsroot]

A solid practitioner-oriented framework for managing, protecting, and transferring wealth. The strongest sections connect investment strategy with risk management, asset protection, retirement planning, and intergenerational transfer rather than treating portfolio construction in isolation. Mindel and Sleight bring useful legal, tax, and advisory perspectives, particularly around coordinating these moving parts. However, the framework remains fairly conventional and reflects the pre/post-2008 wealth-management environment, limiting its relevance to today’s more complex global portfolios.