Listen free for 30 days
Listen with offer
-
Family Value at Risk
- Inclusive Communication to Pass on Your Family’s Wealth and Legacy
- Narrated by: Ariel Hansen, Trevor Lawless
- Length: 5 hrs and 17 mins
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
$0.00 for first 30 days
Buy Now for £14.99
No valid payment method on file.
We are sorry. We are not allowed to sell this product with the selected payment method
Summary
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 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.
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 matriarchs - individuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealth - and their value - for 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-listen for anyone concerned about their financial future.
More from the same
Narrator
Love Books? You'll Love Audible.
Transform your day
Replace endless scrolling with endless listening. Chores can be fun.
Listen everywhere
You can’t turn pages while you drive—but you can press play.
Carry your entire Library
Your stories go where you go. Audiobooks don’t weigh a thing.
Listen and learn
Discover stories that can change your mind, your well-being, and your life.
Reach your reading goals
Download titles to listen offline, wherever you are in the world.
Find your niche
WIth thousands of titles to explore, there’s something for everyone.