Family Value at Risk - Gondeck, Jr; Martinez, Vanessa N
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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…mehr

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Produktbeschreibung
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.
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Autorenporträt
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.