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Family Value at Risk  By  cover art

Family Value at Risk

By: JR Gondeck, Vanessa N. Martinez
Narrated by: Ariel Hansen, Trevor Lawless
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Publisher's summary

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-listen for anyone concerned about their financial future.

©2020 JR Gondeck and Vanessa Martinez (P)2020 JR Gondeck and Vanessa Martinez

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Good ideas but is filled with fluff language

Some good ideas and stories. But very repetitive and filled with fluff to make it into a book rather than an essay.

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