Book of the Month February 2025 – Values over Valuables by Harmon Kong

wealth management, family values, integrity with money, success, morals, legacy, raising kids

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.

Value 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?

A Refreshing Take on Financial Wisdom

This thoughtful guide offers a unique perspective on managing money that goes beyond the typical financial advice. The author skillfully weaves personal experiences with practical insights, making complex financial concepts easily digestible. The narrative flows smoothly as it challenges conventional thinking about wealth and success, encouraging readers to align their financial decisions with their core values. The writing style is engaging and conversational, making it feel like a chat with a knowledgeable friend rather than a lecture from a financial expert. What stands out is the balanced approach to wealth creation while maintaining personal integrity and well-being. The practical examples and actionable strategies are particularly helpful for anyone looking to make meaningful changes in their relationship with money. While some concepts might seem familiar, the fresh perspective and genuine approach make this an enlightening read that I’d happily recommend to others seeking financial guidance with a conscience.

-Matt