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.”

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This week Kristen and Vincent share personal anecdotes about hard work, responsibility, and the lessons learned from everyday experiences, such as lawn care.

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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.

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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.

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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/

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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.

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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.

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This week we're discussing what a family meeting is, and the important role it has in fostering communication, commitment, and emotional growth.

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