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. With service always top of mind, Harmon strives to treat every client as a member of his "Ohana" ("family" in Hawaiian). He is passionate about building lasting relationships while helping others achieve significance beyond monetary success and prosperity with perspective. Harmon believes family is our most important asset. As for him, family is a source of strength where faith is lived out, where community begins, generosity is demonstrated, and service to others is aspired. You will often find him spending quality time with his wife and four adult children.


Book Information
ISBN 9798887502199
Author Harmon Kong
Format Hardback
Page Count 168
Imprint Forbes Books
Publisher Advantage Media Group