The Family Wealth Edge

The Family Wealth Edge

Por: Kristen Heaney & Vincent Valeri
We’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 that really shape how wealth is experienced: communication, trust, family dynamics, and purpose.
17 episodios disponibles

Latest episodes of the podcast The Family Wealth Edge

The Do's and Don'ts of Effective Coaching - Episode 16 05/01/2026
What can Hallmark movies teach us about family businesses? - Episode 15 12/12/2025
The Best and The Worst of Family Meetings 04/12/2025
Cultivating Entrepreneurship in the Next Generation with Becca Brown 30/10/2025
The Paradox of Wealth & Happiness - Episode 12 16/10/2025
Discovering Spiritual Capital on the Long Road with Chris Koenemann 02/10/2025
Why Advisors Need Their Own Medicine Too - Episode 10 17/09/2025
Adopted into a Wealthy Family - Jamie Polanco: Episode 9 08/09/2025
Taking Our Own Medicine - Teaching our kids Wealth Values: Episode 8 20/08/2025
Family governance, what is it? - Episode 7 06/08/2025
From Reluctant Inheritor to Family Office Architect: Celine’s Story - Episode 6 23/07/2025
Pushing Your Kids into the Deep End of the (Family Wealth) Pool - Episode 5 09/07/2025
Shirtsleeves to Shirtsleeves in 3 Generations, Is it True? - Episode 4 24/06/2025
Why Having Collaborative Advisors is Essential - Episode 3 11/06/2025
The Impact of Family Meetings - Episode 2 28/05/2025
How Do You Teach Your Children About Wealth? - Episode 1 14/05/2025
Welcome to The Family Wealth Edge 07/05/2025
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