Family Brand Equity: Are you Missing the Highest Outcomes?
Presenter: Jerry Nuerge, Financial Independence Group
presentation will give you an understanding of Family Brand Equity –
the enduring essentials that sustain a family’s preferred future
identity as well as its financial assets. You will learn a process that
reveals current Family Brand Equity and sets the stage for proactively
- Most estate planners barely acknowledge the highest legacy concerns of HNW families.
- Most HNW families don’t have enough awareness to help their planners make the necessary connections.
Core elements include:
the historic statistics of legacy failure in second and third
generations. The rare exceptions do not occur by chance. This is not
creative theory. Direct experience has shown that focusing on the right
concerns greatly increases the desired outcomes. Character development
and relational effectiveness are leading indicators of wealth that
enhances rather than destroys.
- Capturing the unique family story – speaks to history, identity, and connection
- Integrating their faith perspective in planning and documents – reinforces long-term view
emphasis on developing virtues – customized plan for strengthening the
character base of every family member in the building of a resilient
Jerry Nuerge is
founder and owner of the Financial Independence Group and has a rich
background in financial planning. He is also the creator of the Wealth Integration and Transfer System™, the Generation Connection Process™, as well as the Revenue Retrieval System™. Jerry
holds a BBA and MBA degree, is a Chartered Life Underwriter (CLU), a
Chartered Financial Consultant (ChFC), a Certified Family Wealth
Counselor (CFWC), a Chartered Advisor in Philanthropy (CAP) and a
Registered Investment Advisor (RIA). He is a lifetime member of the
Million Dollar Round Table (MDRT), and has qualified for its "Top of the
Table”. He also belongs to the National Estate Planning Council, the
Society of Financial Service Professionals, the National Association of
Insurance and Financial Advisors (NAIFA), and is a past-president of the
local chapters of these organizations.
Jerry is a Renaissance Associate and represents Renaissance, Inc., the country’s leading Charitable Administration and Social Capital firm.
He is also a charter member of the International Association of
Advisors in Philanthropy (AiP) and served as its President in 2009,
which networks with members across the nation on visionaryplanning.
has been married to his wife, Sharon, since 1967, has 3 children, and 8
grandchildren, all who live the Fort Wayne, IN area, a true blessing
as a consultant and national speaker, he teaches financial planning
courses to CPA’s; Attorneys; Trust Officers; Insurance Agents and other
professionals around the country. Jerry also consults to non-profit
organizations and has helped them capture hundreds of millions of Social
Capital dollars in their communities. He is the co-author of the book Family Wealth Counseling: Getting To The Heart of The Matterand is author of The Priceless Gift.Since
1971, Jerry Nuerge has utilized his vast financial experience to help
individuals and families build a more secure future.