9781950863167 - family value at risk: inclusive communication to pass on your family’s wealth and legacy von gondeck, jr; martinez, vanessa n. (9 Ergebnisse)
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Buch. Zustand: Neu. Neuware - 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 ri…chness 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 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.
