Strategies for Protecting Wealth

Physician's Money Digest, November 2007, Volume 14, Issue 11

Physicians live with the possible threat of malpractice suits that could endanger their hard-earned savings. Therefore, asset protection is imperative. In Strategies for Protecting Wealth (McGraw Hill; 2007), Darrell Aviss outlines investment and protection strategies for large net-worth investors, educating the reader on how to create a global portfolio. Included in the book are suggestions for the best offshore strategies, five things net-worth people need to do to shelter and grow their wealth, how to set up ownership of assets, how to transfer wealth, and how to create insurance portfolios. Aviss gives advice on how to protect an inheritance, a retirement plan rollover, the sale of property or business, and divorce settlements. Aviss, founder and CEO of SwissGuard International GmbH, emphasizes investing in Swiss annuities, detailing the benefits of Swiss investing such as tax advantages, no-penalty liquidation, no load fees, and discretion. For those investors with a lot to lose, Aviss provides a guide to keeping it all safe and secure.