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Values Over Valuables: Daring to Live the Life Money Can't Buy

Values Over Valuables: Daring to Live the Life Money Can't Buy

By Harmon Kong

True wealth goes beyond just money and profits--it's about prioritizing values, relationships, and purpose. Unfortunately, many families today don't see things this way. As a wealth manager, Harmon Kong discovered that many of his clients were pursuing financial gain at the expense of their family bonds and deeper life fulfillment.

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Book Information

Publisher: Forbesbooks
Publish Date: 11/12/2024
Pages: 168
ISBN-13: 9798887502199
ISBN-10: 8887502196
Language: English

Full Description

In Values over Valuables, Harmon Kong, a seasoned wealth manager with decades of experience in helping families secure their financial futures, delves into the importance of passing on meaningful values rather than just material wealth. He highlights how families can avoid conflicts and build a legacy rooted in shared values and open communication. Allowing families to grow together and strengthen their bonds through stories, guidance and actionable items for families to do.

Whether you have little or a lot, Kong provides practical guidance for all families on preparing to not only manage money responsibly but also to uphold the family's guiding principles, in some cases helping families redefine what wealth means to them. By prioritizing core values over financial details, families can achieve wealth beyond measure and ensure their legacy has a lasting, significant impact.

In this book you will discover how to:

  • Prevent dysfunctional dynamics with improved communication and aligned values.
  • Conduct family meetings that can be used to discuss goals, make plans, and foster unity around a shared mission.
  • Leave a positive and intentional impact on the world.
  • Discover a greater purpose beyond wealth accumulation.

Values over Valuables equips families with the tools to have conversations that matter, align around shared values, and use their wealth as a means to support a positive, multi-generational legacy. Are you wanting more from your legacy?

About the Author

Harmon Kong, CFP(R), AIF(R), is cofounder and founding principal of Apriem Advisors, a wealth management firm based in southern California serving multi-generational families. He is also Apriem's chief wealth manager and directs the firm's long-term vision and mission.

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