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Family Value At Risk: Inclusive Communication To Pass On Your Family's Wealth And Legacy

Family Value At Risk: Inclusive Communication To Pass On Your Family's Wealth And Legacy

Family Value At Risk: Inclusive Communication To Pass On Your Family's Wealth And Legacy

Family Value At Risk: Inclusive Communication To Pass On Your Family's Wealth And Legacy

Hardcover

$24.99
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Overview

IS YOUR FAMILY VALUE AT RISK?
When we hear the word “wealth,” 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 you—your family, your legacy, your community, the causes you care deeply about—contribute to your wealth and the richness of your life. Together, they compose your family value. If you’re only managing your family’s money, however, your family value is at risk.
That key concept is at the basis of coauthors and wealth advisors JR Gondeck and Vanessa Martinez’s approach. Rooted in the knowledge that there is way more to wealth beyond one’s ROI, JR and Vanessa work with families to ensure their financial plans reflect and protect their family value.

Their strategy is not only holistic; it’s also inclusive. At their firm, The Lerner Group, advisors prioritize the perspectives and needs of all family members, including matriarchs—individuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealth—and their value—for 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.



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Product Details

ISBN-13: 9781950863167
Publisher: Advantage Media Group, Inc.
Publication date: 10/13/2020
Pages: 192
Product dimensions: 6.25(w) x 9.25(h) x 0.75(d)

About the Author

JR GONDECK Y VANESSA MARTINEZ son socios y directores generales de The Lerner Group, una agencia de gestión patrimonial que se dedica a mejorar todos los ámbitos de la vida financiera de sus clientes. Trabajan con familias para hallar soluciones a problemas complejos, fortalecer las relaciones entre distintas generaciones y crear legados duraderos.

JR comenzó su carrera profesional de inversión en Morgan Stanley en 2003. Encabezó la transición de The Lerner Group a HighTower en 2012, con el objetivo de ofrecer soluciones más variadas e integrales a los clientes. Posee una maestría en administración de empresas (MBA) de la Kellogg School of Management de la Universidad Northwestern, y licencias FINRA Series 7 y 66.


VANESSA N. MARTINEZ descubrió su pasión por ayudar a los clientes a administrar sus finanzas al pasar de gestión de ventas a servicios financieros en 2008. Vanessa posee una maestría en administración de empresas (MBA) de la Universidad de North Park y licencias FINRA Series 6, 7, 63 y 65.

En 2019, la revista Forbes reconoció tanto a JR (n.° 4) como a Vanessa (n.° 42) en su lista de los 250 mejores asesores patrimoniales de EE. UU. de última generación.

Table of Contents

Introduction from the Coauthors 1

Chapter 1 Family Value at Risk 19

Chapter 2 Family Estate at Risk 43

Chapter 3 Developing a Multigenerational Estate Plan 59

Chapter 4 Family Assets at Risk 77

Chapter 5 Promoting Coordination with Transparency 95

Chapter 6 Family Legacy at Risk 115

Chapter 7 Leaving a Lasting Legacy 135

Chapter 8 Call to Action 161

Conclusion 173

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