Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and their Significant Others
Overview
When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster relationships across the family instead of getting caught up in transactional work? What best practices should we reexamine in order to truly serve the well-being of all family members and allow space for couple-defined individuation? Covie will share with us the key insights she gleaned from two years of interviews with inheritors and their partners for her recently published book Engaged Healthy, Wealthy & Wise and how she has changed her approach to our work as a result.
Coventry Edwards-Pitt, CFA CFP®, Partner, Chief Creative Officer, Ballentine Partners
Moderated by Mindy Kalinowski Earley, Chief Learning Officer, FOX