Overview
IS YOUR FAMILY VALUE AT RISK?
When we hear the word āwealth,ā many of us think about money. But wealth is about so much more than that. All of the aspects of your life that matter most to youāyour family, your legacy, your community, the causes you care deeply aboutācontribute to your wealth and the richness of your life. Together, they compose your family value. If youāre only managing your familyās money, however, your family value is at risk.
That key concept is at the basis of coauthors and wealth advisors JR Gondeck and Vanessa Martinezās approach. Rooted in the knowledge that there is way more to wealth beyond oneās ROI, JR and Vanessa work with families to ensure their financial plans reflect and protect their family value.
Their strategy is not only holistic; itās also inclusive. At their firm, The Lerner Group, advisors prioritize the perspectives and needs of all family members, including matriarchsāindividuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealthāand their valueāfor generations to come. In Family Value at Risk, they share critical insights on the risks and rewards of wealth planning. From the pitfalls of typical advising to the crucial conversations necessary to ensure your plans reflect your wishes, this book is a must-read for anyone concerned about their financial future.
This book title, Family Value At Risk (Inclusive Communication To Pass On Your Family's Wealth And Legacy), ISBN: 9781950863167, by JR Gondeck, Vanessa N. Martinez, published by Advantage Media Group, Inc. (October 13, 2020) is available in hardcover. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
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