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Family Value at Risk (FVR)

Welcome to the FVR blog! When you think of wealth, what’s the first thing that comes to mind? Naturally, we think of wealth as money. That is not always the case, wealth is so much more than money. Wealth can be your values, family, friends, it’s your legacy! This blog is designed to guide you through the different stages of what we call, the Family Value at Risk approach. This includes:

  • Completing a net worth statement

  • Building a financial plan

  • Reviewing your estate strategy

  • Helping you create a legacy statement

  • Providing guidance for your family meeting

Vanessa N. Martinez, managing director and partner, and co-author of Family Value at Risk, will be your guide through this journey. She will provide you with the tools necessary to support your family as you build a legacy that is wealthier than money!

Contact

The Lerner Group