The Face of Your Family’s Financial Future

JR Gondeck is a managing director and partner of The Lerner Group. With a career spanning more than two decades, Gondeck is dedicated to helping families grow and pass on their wealth and legacy. He works with families to promote intentional communication and drive collaboration among all generations. He conducts family meetings that bridge generational gaps, arming the next generation with the financial knowledge they need to thrive.
Gondeck’s journey in the investment industry began in 2003 at Morgan Stanley, where he played a pivotal role in transitioning from serving institutional investors to focusing on private high-net-worth families. Over the years, he expanded The Lerner Group’s suite of
investment strategies and services to deliver comprehensive solutions that cater to the diverse needs of families.
In 2020, Gondeck co-authored Family Value at Risk, a book that serves as a comprehensive guide highlighting the critical significance of inclusive and purposeful communication within families. For Gondeck, a family’s legacy should be richer than monetary wealth. As a dedicated father and husband, he understands the complexities of modern and blended families. He recognized the importance of communication and preparation of heirs and the next generation to ensure a seamless transition of wealth and legacy.

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