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

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How cross-training improves engagement, productivity, and collaboration

  • Cross-training, or encouraging team members to pick up skills in more than one area of the business, can be a powerful strategy when facing a crisis like the pandemic.
  • Employees will gain new perspectives, become more engaged and invested, and may even discover new strengths. 
  • Even outside of a crisis, leaning on the workers you have rather than constantly making new hires can drive productivity and inspire upward career mobility. 
  • Visit Business Insider’s homepage for more stories.

An important lesson I had to learn early on in my entrepreneurial journey is that, in the face of a crisis, you must leverage whatever assets you have to secure a solid foundation for your business. Lean on your skill sets, tools, space, and perhaps your greatest resource: your people.

When it’s time to get lean, encouraging and training the people on your team to develop skills in more than one area of

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