Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based mostly out of Chicago that oversees $135 million in property underneath administration for about 70 shopper households, together with 10 ‘core’ ultra-high-net-worth households. What’s distinctive about Vanessa is how her agency goes past conventional property planning to assist high-net-worth shoppers have interaction in in-depth legacy planning. This method ensures shoppers move down not simply their property, but in addition the values and ideas that helped them construct their wealth.
Pay attention in as Vanessa shares how she guides shoppers by a multi-meeting discovery course of to make clear their property and legacy plans and articulate the household values they wish to move on, encouraging them to doc these legacies to keep away from future misunderstandings. She additionally explains how her deep involvement in shoppers’ lives, together with neighborhood-based shopper occasions, helps foster robust relationships and natural referrals. Vanessa additionally discusses the distinctive position of her agency’s Chief Medical Officer in facilitating household legacy conversations and the way legacy planning permits shoppers to move down not simply wealth, however the emotional and mental values that formed it.
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