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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.
15 Episodes
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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 Partners. Together, they explore the intersection of entrepreneurship and family legacy, discuss...
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/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On Yo...
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 Nothingness to hiking 2,000 miles on the Appalachian Trail. Along the way, he discovered profound truths about...
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, Lindsay Hardie, PhD, In Three Generations, LLC Purposeful Planning Institute: https://purposefulplanninginstitu...
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 confidently into her role as a fourth-generation (G4) family member raising G5. Together they explo...
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.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/...
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 Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin...
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.linkedin.com/company/legacy-coaching-llc/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On...
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 - https://www.amazon.ca/10-25-Motivating-Groundbreaking-Generation_And/dp/1668023881/ Follow...
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 strategies for families to create a meaningful impact across generations. Follow Kristen: https://www.linkedin.com/co...
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/ Follow Vincent: https://www.linkedin.com/in/vincentvaleri/ Watch Us On YouTube: https://www.youtube.com/@...
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 creating spaces where family members can learn together and share experiences without the pressure of a...
Welcome to The Family Wealth Edge — where wealth meets real life. We’re Kristen and Vincent — second-generation family members who’ve lived the ups and downs of inheriting, growing, and navigating wealth. We created this channel for people who are financially affluent but seeking tools, stories, and conversations about what really matters: family, identity, legacy, wellbeing, and purpose. If you’re a wealth creator, inheritor, or part of a complex family system, and you’re looking for a place...
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