Family Value At Risk

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 youyour family, your legacy, your community, the causes you care deeply aboutcontribute to your wealth and the richness of your life. Together, they compose your family value. If youre only managing your familys money, however, your family value is at risk. That key concept is at the basis of coauthors and wealth advisors JR Gondeck and Vanessa Martinezs approach. Rooted in the knowledge that there is way more to wealth beyond ones ROI, JR and Vanessa work with families to ensure their financial plans reflect and protect their family value. Their strategy is not only holistic; its also inclusive. At their firm, The Lerner Group, advisors prioritize the perspectives and needs of all family members, including matriarchsindividuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealthand their valuefor 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.