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The Family Wealth Edge

The Family Wealth Edge

By: Kristen Heaney & Vincent Valeri
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About this listen

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.


© 2025 The Family Wealth Edge Economics Personal Finance
Episodes
  • Adopted into a Wealthy Family - Jamie Polanco: Episode 9

    Adopted into a Wealthy Family - Jamie Polanco: Episode 9
    Sep 8 2025

    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 explore practical ways rising gens can develop confidence and language around wealth, how families can create safe spaces for “beginner” questions, and why storytelling—starting with the founder’s (G1) story—helps young people avoid the twin traps of ignorance and arrogance. Jamie also traces her path from participant to life-coach for enterprising families, and leaves listeners with a simple closing charge: “Even if you think you can’t, you can.”

    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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    27 mins
  • Taking Our Own Medicine - Teaching our kids Wealth Values: Episode 8

    Taking Our Own Medicine - Teaching our kids Wealth Values: Episode 8
    Aug 20 2025

    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/

    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/

    Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge
    Show More Show Less
    10 mins
  • Family Governance - What is it?

    Family Governance - What is it?
    Aug 6 2025

    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.com/in/vincentvaleri/

    Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge
    Show More Show Less
    10 mins
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