The Family Wealth Edge
Kristen Heaney & Vincent ValeriWe’re Kristen and Vincent. And if you’re well-resourced financially but seeking support for the rest of life — you're in the right place.
We created The Family Wealth Edge for inheritors, wealth creators, and family members navigating big questions about identity, legacy, and love in the context of wealth.
This channel is your space for stories, strategies, and real conversations about the things ... more
| Publishes | Twice monthly | Episodes | 15 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
Listen to this Podcast
Latest Episodes
Today Kristen Heaney and Vincent Valeri, MBM, FEA are discussing the best and worst things that can happen in family meetings.
Follow Kristen: www.linkedin.com/company/legacy-coaching-llc/
Follow Vincent: www.linkedin.com/in/vincen... more
In this inspiring episode of The Family Wealth Edge, hosts Vincent and Kristen welcome entrepreneur and advisor Rebecca Brown, whose career spans Goldman Sachs, Columbia Business School, Shark Tank, and beyond. Rebecca shares her journey from Wall St... more
In this episode of The Family Wealth Edge, we dive deep into the tension between spiritual and natural living — how overwork, wealth, and even imposter syndrome can pull us away from meaning.
Guest Chris Koenemann returns to unpack how families can ... more
In this episode of The Family Wealth Edge, Vincent and Kristen sit down with Chris Koenemann, a former Benedictine monk, Catholic priest, strategy consultant, and now family advisor, to explore one of the most overlooked yet transformative resources ... more
This week we are discussing Purposeful Planning Institute's Rendezvous Event where advisors find more than insights - they find authentic spaces to grow, reflect, and build confidence alongside peers. Vincent Valeri, MBM, FEA, and Kristen Heaney expl... more
In this heartfelt episode of The Family Wealth Edge, hosts Vincent Valeri and Kristen Heaney welcome friend and client-turned-coach Jamie Polanco. Jamie shares her uncommon journey of being adopted after 18 into a successful enterprising family, the ... more
This week Kristen and Vincent share personal anecdotes about hard work, responsibility, and the lessons learned from everyday experiences, such as lawn care.
FOLLOW US
Follow Kristen: www.linkedin.com/company/legacy-coaching-llc/
Follow Vin... more
In this episode of "The Family Wealth Edge," we delve into the often misunderstood concept of governance, breaking it down into its core components: communication and decision-making.
FOLLOW US
Follow Kristen: www.linkedin.com/company/legacy... more
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| Listeners per Episode | Gender Skew | Location | |||
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How many episodes of The Family Wealth Edge are there?
The Family Wealth Edge launched 7 months ago and published 15 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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