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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
  • Pushing Your Kids into the Deep End of the (Family Wealth) Pool

    Pushing Your Kids into the Deep End of the (Family Wealth) Pool
    Jul 9 2025

    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 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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    11 mins
  • Shirtsleeves to Shirtsleeves in 3 Generations, Is it True?

    Shirtsleeves to Shirtsleeves in 3 Generations, Is it True?
    Jun 24 2025

    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/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
    9 mins
  • Why Having Collaborative Advisors is Essential - Episode 3

    Why Having Collaborative Advisors is Essential - Episode 3
    Jun 11 2025

    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/@TheFamilyWealthEdge
    Show More Show Less
    6 mins

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