Publisher's Synopsis
My grandmother used to say, "You can't swing a dead cat without hitting a lawyer." The same can be said of financial advisors today.
If you're a wealthy business owner or an ultra-high-net-worth individual, this book is your wake-up call. For too long, the wealth management industry has failed to deliver the comprehensive, coordinated services that successful entrepreneurs and their families truly need.
In Dead Cats and Wealth Advisors, you will discover the myths, lies, and predatory practices that often leave ultra-affluent individuals feeling ignored and taken advantage of while struggling to protect hard-earned assets. Drawing on extensive research and real-life case studies, I'll open your eyes to the alarming gaps between what you want for your family and what most "advisors" actually provide.
My virtual family office model provides the comprehensive, coordinated wealth management you deserve, instead of the poor service you've previously settled for. I'll help you optimize your wealth, protect your assets, and transfer your legacy while treating you like a human being, not just a number.
The book introduces a proprietary assessment to help you determine your unique "high-net-worth personality" and provides a road map for aligning your wealth management strategy with your individual needs and goals.
Ultimately, this book is a clarion call for you to demand more from your financial advisors. By arming you with the knowledge and confidence to take control of your wealth, Dead Cats and Wealth Advisors aims to disrupt an industry that has, for too long, prioritized its own interests over those of the clients it claims to serve.
No more excuses! It's time to get off your assets and take control of your financial future.
No cats were harmed in the writing of this book.
