Vanessa N. Martinez

Vanessa N. Martinez, CEO of Expressive Wealth, dives into the transformative power of legacy planning for high-net-worth clients. She emphasizes that true wealth transfer is about passing down values and stories, not just assets. Vanessa details her unique multi-meeting discovery process to clarify legacy goals and foster strong family connections. She also highlights the vital role of a Chief Clinical Officer in navigating emotional family discussions. Tune in to explore innovative strategies for engaging clients and enhancing their legacy journey.