On this episode of Becoming CMO, I follow up our discussion of pre-family meetings with a chat about what happens during the family meeting itself. Topics: Family legacy. Sharing the value of assets. Types of assets. Discussing fair vs. equal. Resources: The Lerner Group 

Becoming CMO

Ep 3. Family Meeting

Spoiler alert, Becoming CMO is NOT a marketing podcast! At first glance you may assume this due to the title, but Becoming CMO has a variety of meanings. As women, we wear many hats: Chief Money Officer, Chief Mom Officer and Chief Matriarch Officer. Managing your wealth, family life and maintaining a work life balance can be a delicate juggling act. Becoming CMO will be your guide to managing it all. Vanessa N. Martinez is a Partner and Managing Director with The Lerner Group at HighTower Advisors. As a full-time mom and leader in her industry, Vanessa has found her balance; though her journey has not always been an easy one. Her goal is to share her wisdom and experiences on how to achieve your personal and financial dreams. Managing your wealth can seem like a daunting task, but Vanessa will be your guide on your journey to success. 

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Becoming CMO