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Family Value At Risk: Inclusive Communication To Pass On Your Family’s Wealth And Legacy Hardcover – October 13, 2020


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Editorial Reviews

From the Inside Flap

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.

From the Back Cover

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.

Product details

  • Item Weight : 1.1 pounds
  • Hardcover : 192 pages
  • ISBN-10 : 1950863166
  • ISBN-13 : 978-1950863167
  • Product Dimensions : 6.25 x 0.75 x 9.25 inches
  • Publisher : ForbesBooks (October 13, 2020)
  • Language: : English

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