According to JR Gondek and Vanessa Martinez, 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 our lives that matter most to us―our family, our legacy, our community, the causes we care deeply about―contribute to our wealth and the richness of our life. Together, they compose our family value. If we are only managing our family’s money, however, our family value is at risk.
Current financial advice often focuses on returns and rarely puts those returns into the context of the unique goals, family history, and legacy that a person or multiple generations of a family are trying to achieve.
Plus, a fireside chat with my son Cameron G about the secret financial lives of teenagers.
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