In the Suite

59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk

November 17, 2021 Tina Powell | C-Suite Social Media Season 2 Episode 59
In the Suite
59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk
Show Notes

Today, we welcome Vanessa Martinez In The Suite. Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry. 

Vanessa is the Managing Director and Partner for The Lerner Group at Hightower Advisors, co-author of the book 'Family Value at Risk,' financial planner at the Northwest Church of Christ, and an active member of a non-profit organization called Step Up. All of this while being a committed wife and a mother of two young children!

In today's podcast, Vanessa explains that wealth is much more than money. It can be your friends, family, and/or values. It's your legacy! Vanessa is passionate about guiding families through all aspects of their wealth, including estate coordination, asset management, and legacy planning. She partners and builds meaningful relationships with family to help them preserve wealth from one generation to the next.  

To spread the message of intentional communication between families regarding financial planning, Vanessa co-wrote 'Family Value at Risk.' In this episode, she announces how it will soon be turned into a podcast and translated into Spanish!

It's to no surprise that her contribution has led her to be recognized as Forbes Best In State Wealth Advisor for 2021 and Barron's 2020 Top 100 Women Financial Advisors.

Join the conversation to hear about:

  1. Her journey to Hightower (06:05)
  2. About her book: “Family Value at Risk” (09:55)
  3. The concept of multi-generational planning (12:35)
  4. How can you talk to your parents about wealth management? (14:00)
  5. Intentional conversation is key! (18:45)
  6. Money vs. value discussion (21:10)
  7. Tips on finding the right work culture (23:40)
  8. Vanessa’s experience in Guatemala (29:10)
  9. Her volunteerism (33:25)
  10. How parents should raise daughters with strong financial habits (37:30)
  11. How to get more women to join the financial industry (39:40)
  12. Best way to contact Vanessa (45:00)
  13. Tip of the day! (46:50)


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