JR Gondeck & Vanessa N. Martinez

Managing Directors at The Lerner Group

JR Gondeck & Vanessa N. 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 2019, Forbes recognized both JR (#4) and Vanessa (#42) in its list of the country’s top 250 next-gen wealth advisors.

Family Value at Risk - Book Cover

Family Value At Risk: Inclusive Communication To Pass On Your Family’s Wealth And Legacy

Publication Date: October 2020

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-read for anyone concerned about their financial future.

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