The Family Wealth Edge

It's our 25th episode and we're back together again! In this episode, we play a round of Story Keep's card game, a deck built to spark honest, personal conversation. We ask each other about the motto we live by, the mentors who shaped us, the one song we'd take to a desert island, and the family holiday tradition we hold onto most. Special shout out and thanks to Jamie Yuenger...

This one's special for us: it's the first episode we've ever recorded in person, together in the Florida sun, after four years of only seeing each other through a screen. To mark it, we wanted to do something playful, so we made a game out of our own lives. It's called "Whose Story Is It Anyway?", we read out a scenario from one of our pasts, hold up a sign for whose...

What does it really cost to not have to work? This week we discuss the paradox of comfort, the counterintuitive challenges that arise when financial wealth removes the necessity of working. It sounds like a dream. But for trust beneficiaries, next-gen family members, and anyone whose financial security has outpaced their sense of purpose, the absence of need can quietly erode confidence, identity,...

Why do we put off the conversations that matter most? Whether it's a tough call with a business partner, a long-overdue chat with a family member, or feedback you've been sitting on for weeks, avoidance has a cost — small misunderstandings turn into resentment, and resentment turns into broken relationships and lost opportunities. In this episode, we sit down with Dr. Keita Demming — awa...

We keep seeing the "paradox of choice" show up in our coaching work with Rising Gen clients from affluent families. The theme has re-emerged with a vengeance: young adults in their 20s who have every door open to them, and yet can't seem to walk through any of them. Thats why this week we're unpacking  why access and abundance can actually stunt decision-making, and why high-ac...

In this episode, Dr. Dan McDonald (human factors psychologist with military and government experience) breaks down how trust, leadership, and culture actually determine whether family wealth lasts or falls apart. We get into: -Why “soft skills” are actually hard ROI drivers -How to use simple frameworks (like logic models) to measure what matters -What families can learn from the military about le...

This week we're talking about one of the toughest conversations of all - how to ensure a meaningful peaceful death of a loved one.  We're joined by Robin Norcross (Purposeful Passages) who guides us through proven strategies to normalize death talk, helping you can prepare for the inevitable with dignity and love. We Discuss -The surprising truth about why most people fear talking about...

This week we're joined by Torri Hawley from Tamarind learning to discuss the often misunderstood role of a trustee. We're chatting explore the responsibilities of trustees, the importance of education for beneficiaries, and the dynamics of trustee-beneficiary relationships.  Follow Torri: https://www.linkedin.com/in/torri-hawley Tamarind Learning: https://tamarindlearning.com/ Follow Kri...

This week we answer the difficult question that families very often have to answer "Are We Rich?" Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

Happy New Year! We're kicking 2026 off by discussing  the do's and don'ts of coaching calls, the importance of preparation, and how to take ownership of your growth journey.  Tune in for insights that will transform your approach to personal development.  Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/...

In our first holiday themed episode of The Family Wealth Edge, Sara E. Miller joins us for a pop culture discussion on the underlying themes in holiday movies, particularly Hallmark and Lifetime movies.  Follow Sara: https://www.linkedin.com/in/miller-sara-e/ Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On...

Today Kristen Heaney and Vincent Valeri, MBM, FEA are discussing the best and worst things that can happen in family meetings. Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

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 Street to founding Soulmates, an innovative shoe care brand, and her transition to guiding rising-generation entrepreneurs through Core Satellite Partne...

 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 build spiritual capital — the inner resource that helps us stay grounded, purposeful, and whole. Follow Kristen: https://www.linkedin.com/company/leg...

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 in families: spiritual capital . Chris shares his extraordinary journey—from NASA consulting to monastery life, from writing The Grace of Nothingnes...

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 explore why safe spaces and positive peer pressure are essential for both advisors and the families they serve. Jim Grubman , Nathan Dungan , Linds...

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 imposter syndrome that followed, and how joining a peer learning cohort helped her find her voice, build real relationships with advisors, and step...

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: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge Follow Kristen: https://www.linkedin...

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: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge F...

This week we're so excited to have Celine Fitzgerald, a third-generation family member, as she shares her experiences in navigating family wealth and empowering the next generation. Celine opens up about her path from skepticism to becoming a key figure in her family's enterprise. Follow Christine: https://www.linkedin.com/in/celine-fitzgerald-3603a18/ Follow Kristen: https://www.linkedi...

In this episode, Kristin Heaney and Vincent Valeri discuss the importance of instilling real responsibility in the rising generation. They explore how experiences outside of comfort zones contribute to personal growth and resilience.  RESOURCES Robert Rodriguez “The Wizard Returns” (Tim Ferriss Show) - https://youtu.be/fbPEvPERqpE?t=4026  The Science of Motivating Young People by David Yeager - ht...

In this episode of The Family Wealth Edge, hosts Vincent and Kristen delve into the concept of the "three generations curse" and how it impacts family legacy. Kristen shares insights from her book and company, "In Three Generations," emphasizing the importance of intentionality in building a legacy that lasts. They discuss the misconceptions around wealth dissipation and offer...

This week we're discussing Vincent's business, Valeri & Associates, emphasizing the importance of collaboration and humility in family advisory services. Vincent tells us about his journey, how he works and the need for a network of professionals to best serve families, acknowledging the complexities they face. Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/ Fol...

This week we're discussing what a family meeting is, and the important role it has in fostering communication, commitment, and emotional growth.  Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

The conversation revolves around the insights gained from the Transitions Conference, focusing on the importance of family dynamics in wealth management. The speakers discuss the positive atmosphere of the conference, the significance of education for the rising generation, and the need for family members to engage in open discussions about wealth and leadership. They emphasize the value of creati...