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…

As someone who has accumulated significant wealth, are you looking for ways to invest your money? How can you wisely determine the investment options that generate rewards?

There are many investment strategies, such as diversification, asset-backed lending, and risk management. However, navigating the complex investing world is challenging, and many people face investment challenges such as market volatility, inflation, and taxes. Private financial advisor Jason Mandel says it's essential to work with a financial advisor who can provide guidance and expertise to help you develop a personalized investment strategy that aligns with your goals and risk tolerance to ensure that your wealth continues to grow and work for you. He shares his journey as an author to uncover the hidden secrets in wealth management.

In this episode of The Power of Authority Spotlight, Michelle Prince welcomes Jason Mandel, Founder and CEO of Mandel Family Office, to discuss the wealth management recommendations. Jason talks about his DEMAND TRANSPARENCY book, alternative investment strategies, overcoming investment challenges, and the value of transparency between a financial advisor and a client.