Billionaire Strategies: Personalized Guidance for Your Investment Journey With Jason Mandel

Jason Mandel is the Founder and CEO of Mandel Family Office, a firm dedicated to providing comprehensive financial services to high-net-worth individuals and families. He is a Wall Street insider and a private financial adviser and has held senior positions at the LeFrak Organization, D.E. Shaw, and Cantor Fitzgerald. Jason has over 25 years of entrepreneurial experience in financial services and risk management. Additionally, he is the President of Caretrust Financial and the author of DEMAND TRANSPARENCY: Stop Wall Street Greed and Rising Taxes From Destroying Your Wealth.

In this episode…

Are you ready to take control of your financial future? It's time to explore investment options that can generate rewards and help your wealth grow. But with so many investment strategies available, how can you determine which is right for you?

Investing is a powerful tool that helps you achieve your long-term goals and build wealth over time. But it's crucial to approach investing with a strategy that aligns with your unique needs and goals — and that's where a financial advisor comes in: an expert who can provide personalized guidance and expertise to help you navigate the complex investing world with a focus on tax minimization, asset protection, risk management, portfolio optimization, and the creation of tax-free income plans.

In this episode of Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Jason Mandel, Founder and CEO of Mandel Family Office, to discuss wealth management tips. Jason talks about the genesis of The Mandel Family Office, alternative investment strategies with a focus on risk management, its ideal client profile, and life insurance investment strategies.