Couverture de The Family Wealth Edge

The Family Wealth Edge

The Family Wealth Edge

De : Kristen Heaney & Vincent Valeri
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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.


© 2026 The Family Wealth Edge Economie Finances privées
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    Épisodes
    • The Misunderstood Role of a Trustee

      The Misunderstood Role of a Trustee
      Feb 18 2026

      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 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
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      25 min
    • Are We Rich? - Episode 17

      Are We Rich? - Episode 17
      Jan 21 2026

      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
      Afficher plus Afficher moins
      10 min
    • The Do's and Don'ts of Effective Coaching - Episode 16

      The Do's and Don'ts of Effective Coaching - Episode 16
      Jan 5 2026

      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/

      Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge
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      9 min
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