Vanessa N. Martinez

CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management. Focuses on in-depth legacy planning for high-net-worth clients.

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Apr 22, 2025 • 1h 30min

Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with 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.

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