June 30, 2022

Wealth Managers Champion Inclusivity And Collaboration In Financial Planning

JR Gondeck and Vanessa Martinez Release “Family Value at Risk” with ForbesBooks

This release is posted on behalf of ForbesBooks (operated by Advantage Media Group under license.)

NEW YORK (October 13, 2020) — JR Gondeck and Vanessa Martinez, partners and managing directors at The Lerner Group, today announced the publication of Family Value at Risk: Inclusive Communication to Pass on Your Family’s Wealth and Legacy. The book is published with ForbesBooks, the exclusive business book publishing imprint of Forbes.

With Family Value at Risk, co-authors JR Gondeck and Vanessa Martinez describe wealth beyond monetary value. It takes a comprehensive view of wealth, including family and legacy, as well as the wider community. This holistic approach to wealth management prioritizes a family’s overall wealth—derived from multiple aspects of life—because, according to Gondeck and Martinez, focusing only on money puts the entire family’s value at great risk.

The Family Value at Risk, or FVR, approach to wealth management is Gondeck and Martinez’s solution to two macro trends that are reshaping financial planning and wealth management. The first is a focus on investment returns that specifically prioritizes ROI over other factors. The second is the growing role of inclusivity within financial planning – bringing together the entire family for an open conversation in shaping its financial future.

“We work in wealth advising because we are deeply passionate about helping families successfully grow, manage, and transfer wealth from one generation to the next,” said Gondeck. “That passion extends beyond investment returns and into managing a family’s assets, estate, legacy, and everything that comprises the family’s overall wealth.”

Family Value at Risk: Inclusive Communication to Pass on Your Family’s Wealth and Legacy is available on Amazon today.

About JR Gondeck and Vanessa Martinez

JR Gondeck and Vanessa Martinez are partners and managing directors at The Lerner Group, a wealth management firm dedicated to enhancing all areas of clients’ financial lives. They work with families to find solutions to complex problems; deepen relationships between generations; and create lasting legacies.

JR began his investment career at Morgan Stanley in 2003. He led The Lerner Group’s transition to HighTower in 2012, with the goal of providing clients with more diverse and comprehensive solutions. He holds an MBA from Northwestern University’s Kellogg School of Management and FINRA Series 7 and 66 licenses.

Vanessa found her passion for helping clients navigate their finances when she shifted from sales management to financial services in 2008. Vanessa holds an MBA from North Park University and FINRA Series 6, 7, 63, and 65 licenses.

In 2020, Forbes recognized both JR (#7) and Vanessa (#38) in its list for Illinois Best In The State Wealth Advisors.

About ForbesBooks

Launched in 2016 in partnership with Advantage Media Group, ForbesBooks is the exclusive business book publishing imprint of Forbes. ForbesBooks offers business and thought leaders an innovative, speed-to-market, fee-based publishing model and a suite of services designed to strategically and tactically support authors and promote their expertise. For more information, visit forbesbooks.com.

Media Contacts

Silvia Cortez, scortez@hightoweradvisors.com

James Wilcox, ForbesBooks, jwilcox@forbesbooks.com

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