Author of “Low Risk Rules” Geoff Saab Shares His Secrets About Wealth Management

In this episode Constitutional Lawyer Leighton Grey and Wealth Manager Geoff Saab have a conversation about the history of investing smart, how to keep things simple, and the rules to preserving wealth.

Geoff Saab is an author who recently wrote “Low Risk Rules” for Entrepreneurs investing significant liquid wealth, Family Offices managing a public market portfolio alongside an enterprising, active investment strategy. Accountants, lawyers, investment bankers, and other professionals who would like to set their clients up for success after a business sale. Anyone who would like to understand the philosophy behind a practical, lower-risk public equity investment strategy that preserves and grows capital over time.

Geoff joined Doherty in 2015, after spending over a decade working exclusively within a multi-generational family office. With over twenty years of experience in tax, insurance, and investment management, Geoff believes that an investment plan is best implemented in the context of a total overall wealth plan. Geoff prides himself on working with professionals, entrepreneurs, and their advisors to craft total family wealth solutions. He volunteers as Treasurer for the Ottawa Branch of the Society of Trust & Estate Practitioners and serves on the Parish Council of a local church.

If you want to know more about how to protect your families wealth tune into this episode where Saab & Grey explore the path Geoff took to become a financial expert, how he aims to help families protect their wealth while maintaining a healthy quality of life, and how inflation and risk management are only the tip of the iceberg when it comes to financial management.

To find more from Geoff Saab you can visit: www.GeoffSaab.com

This episode’s recommended reading:

Low Risk Rules: A Wealth Preservation Manifesto – Geoff Saab
https://amzn.to/3N8FVTU

Investing Made Simple – Adidas Wilson
https://amzn.to/3NhS6xO

Meditations Paperback – Marcus Aurelius
https://amzn.to/39DDiM9

The Warren Buffett Way – Robert G. Hagstrom
https://amzn.to/3Oab36P

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