Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others

In this episode, Coventry Edwards-Pitt will share takeaways from her new book, Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others on how they have navigated love and family wealth and forged their own joint path. After conducting 50+ interviews over two years, Covie was blown away by the perspective of young people who are rarely asked for their views by an industry that is employed largely by their parents’ generation. Engaged, the first book to focus exclusively on the experience of inheritors and their significant others – shines a lens on the perspective of the inheriting generation and allows us to understand how their lives have been impacted by the wealth advising strategies we so routinely recommend. Their insights upend a number of our industry’s norms and call on us to look within to assess what it really means to do right by our clients.   Meet Our Host Dr. Jamie Traeger-Muney is the founder of the Wealth Legacy Group, a firm specializing in the emotional impact of wealth on inheritors, women, and couples. She works with multi-generational families, helping them to concretize their values, develop a vision for their future, and create sound governance structures. Jamie’s personal experience as a second generation owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence. Based on research done with 4th generation family enterprises, she co-authored, Social Impact in 100-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing, and CSR as well as part of Borrowed From Your Grandchildren. Jamie also contributed a chapter to Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors. She is currently researching Financially Diverse couples, a topic that while becoming increasingly common, has yet to be clinically studied. Jamie has the distinction of being the first psychologist to be hired as an employee of a bank, to work with their clients (2007). She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets. Jamie has been married for 30 years and has two children.     About Our Guest Speaker:  Coventry Edwards-Pitt, CFA, CFP®, is the Chief Creative Officer at Ballentine Partners, a firm that specializes in providi...