Family Value At Risk: Inclusive Communication To Pass On Your Family’s Wealth And Legacy - Tapa dura

Gondeck, JR; Martinez, Vanessa N.

 
9781950863167: Family Value At Risk: Inclusive Communication To Pass On Your Family’s Wealth And Legacy
Tapa dura
ISBN 10: 1950863166 ISBN 13: 9781950863167
Editorial: Forbes Books, 2020

Sinopsis

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.

"Sinopsis" puede pertenecer a otra edición de este libro.

Acerca de los autores

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.

De la contraportada

We all want to give our loved ones the brightest financial future possible, but it can be hard to know where to start. After all, our money has an impact on everything we do. What’s worse, the world of traditional advising leaves little room for deep thinking about the broader objectives that money can fulfill. Fortunately, you’ve come to the right place.

In Family Value at Risk, wealth advisors JR Gondeck and Vanessa Martinez lay out the topics to consider, plans to make, and communications to have when building a comprehensive financial strategy that serves every member of your family.

With stories based on real client relationships and outcomes, JR and Vanessa highlight the steps necessary to support your goals—today and tomorrow.

De la solapa interior

We all want to give our loved ones the brightest financial future possible, but it can be hard to know where to start. After all, our money has an impact on everything we do. What s worse, the world of traditional advising leaves little room for deep thinking about the broader objectives that money can fulfill. Fortunately, you ve come to the right place.

In Family Value at Risk, wealth advisors JR Gondeck and Vanessa Martinez lay out the topics to consider, plans to make, and communications to have when building a comprehensive financial strategy that serves every member of your family.

With stories based on real client relationships and outcomes, JR and Vanessa highlight the steps necessary to support your goals today and tomorrow.

"Sobre este título" puede pertenecer a otra edición de este libro.

Editorial
Forbes Books
Año de publicación
2020
Idioma
Inglés
ISBN 10 
1950863166
ISBN 13 
9781950863167
Encuadernación
Tapa dura
Número de páginas
192
Contacto del fabricante
no disponible
Persona responsable
no disponible