caretrustfinancial

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…

Talent is a cornerstone of success in business leadership, entrepreneurship, and advisory roles. How does talent influence the course of various business ventures?

From founding and growing enterprises, talent has played a pivotal role in driving Jason Mandel’s organizational growth and innovation. Jason empowers his teams to excel and achieve their goals by fostering an environment that encourages continuous learning and development. Additionally, he aligns team members' goals with organizational objectives through effective incentive structures. Through strategic talent acquisition and management, Jason believes businesses can enhance their competitive edge, drive innovation, and foster long-term growth.

In the latest episode of the Talent Wins podcast, Chris Mursau hosts Jason Mandel, Founder and CEO of The Mandel Family Office, to highlight the profound influence of talent on business success. Jason emphasizes the importance of nurturing talent, shares insights on aligning employees' goals through incentives, and provides a deep dive into his specialized expertise.

Resources Mentioned in this episode

• Chris Mursau on LinkedIn
• Topgrading on LinkedIn
• Topgrading
• Jason Mandel on LinkedIn
• Contact Jason Mandel: cell phone 917-603-2365
• The Mandel Family Office
• Caretrust Financial
• DEMAND TRANSPARENCY: Stop Wall Street Greed and Rising Taxes From Destroying Your Wealth by 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.