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An Interview with George Mentz, JD, MBA, CILS, and CWM

by | Feb 7, 2022 | Interviews,

George Mentz,  JD, MBA, CILS, and CWM

George Mentz, JD, MBA, CILS, and CWM

Key Topics:Wealth management, Investment, International tax.
Location:Colorado, USA

George Mentz JD MBA CILS is an international lawyer, award-winning author, and education executive based in the United States. Mentz was recently ranked as a top influencer in the world in the areas of wealth management on social media going from #26 in 2019 up to #2 in the world in 2020 for wealth management. In 2021, Mentz has won an All-Time Book Award for his book “Wealth Management Intelligent Investor” which was named one of the best Wealth Management books of all time by BookAuthority.

How did you get to become an expert in your key topics?

  • Juris Doctor Degree
  • MBA Degree
  • CILS International Law Degree
  • Investment Banking Licenses Earned
  • Presently the CEO of the GAFM Global Academy of Finance and Management

What sub-topics are you most passionate about?

  • Wealth Management
  • Psychology of Wealth Management
  • Financial Literacy
  • Wealth Management VIP Training

Who influences you within these topics?

Professionals such as Sir John Templeton, Larry Kudlow, Stephen Moore, and Dr. Laffer. Authors of Wealth Management Books, Financial Planning Literacy, Ethics and Professionalism.

What do you think the future holds in this space?

  • 24/7 Investing
  • Investing Technology
  • ETFs and Funds that mimic Hedge Fund Managers
  • Online brokerages and banks that offer packaged products
  • Investor Lending
  • Tax Efficient New is similar to REITs, BDCs, CEFs, and MLPs.
  • New Offshore Tax Jurisdictions that allow for Retained Earnings
  • NFTs related to Crypto that holds assets digitally
  • VIP Wealth Management Training for Global Banks

What brands are leading the way in this space?

HSBC, Goldman, Schwab, Interactive Brokerage, GAFM Global Academy of Finance and Management.

If a brand wanted to work with you, which activities would you be most interested in collaborating on?

  • Global Training
  • Product development
  • International Tax
  • HNWM High Net Worth Wealth Management

What are your passions outside of work?

Tennis, Travel, History, Authoring Books and Audio Books and Writing Music. I am an international lawyer and the Titular Seigneur of the ancient Fief de Blondel Est. 1179 of Guernsey where I serve as a Seigneur in the feudal Court of Chief Pleas that is regulated by Her Majesty’s Government.

What would be the best way for a brand to contact you?

Through my website.

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