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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. In Family Value at Risk, Vanessa and JR 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.

Lerner Group Family Value Book Cover

Awards



Forbes list
Vanessa N. Martinez
  • Forbes America's Top Women Advisors 2020
  • Forbes Best-In-State Wealth Advisors 2020
  • Forbes Next Gen Best-In-State Wealth Advisors 2019
  • America's Next Gen Advisors 2019
JR Gondeck
  • Forbes Best-In-State Wealth Advisors 2020
  • Forbes Next Gen Best-In-State Wealth Advisors 2019
  • America's Next Gen Advisors 2019
  • #3 2020 Top Next-Gen Wealth Advisors



Barron's
Vanessa N. Martinez
  • 2020 Top Women Financial Advisors
JR Gondeck
  • 2019 Top 1200 Advisors
  • 2019 Top 100 Independent Advisors
  • 2020 Barron's Top 1200 Advisors



Other Industry Awards
  • Wealth Management Fastest Growing Advisors in the U.S 2019

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