Do you know if your family’s value is at risk?

JR Gondeck and Vanessa N. Martinez are helping clients create successful legacies by going against the grain and sharing stories early on as well as making it a tradition.

The results of their approach speak for themselves: satisfied clients from multiple generations, an industry taking note, and around $1.4 billion in assets that they currently manage.


Their topics include:

Overcoming decision making paralysis
Collaborative and inclusive wealth planning
Family wealth is that is more than money
Connecting Generations

Interested in learning more about JR and Vanessa as speakers?

Conference Calls