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The Family Wealth Edge

The Family Wealth Edge

Written 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.


© 2026 The Family Wealth Edge Economics Personal Finance
Episodes
  • Are We Rich? - Episode 17

    Are We Rich? - Episode 17
    Jan 21 2026

    This week we answer the difficult question that families very often have to answer "Are We Rich?"

    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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    10 mins
  • The Do's and Don'ts of Effective Coaching - Episode 16

    The Do's and Don'ts of Effective Coaching - Episode 16
    Jan 5 2026

    Happy New Year! We're kicking 2026 off by discussing the do's and don'ts of coaching calls, the importance of preparation, and how to take ownership of your growth journey.

    Tune in for insights that will transform your approach to personal development.

    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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    9 mins
  • What can Hallmark movies teach us about family businesses? - Episode 15

    What can Hallmark movies teach us about family businesses? - Episode 15
    Dec 12 2025

    In our first holiday themed episode of The Family Wealth Edge, Sara E. Miller joins us for a pop culture discussion on the underlying themes in holiday movies, particularly Hallmark and Lifetime movies.

    Follow Sara: https://www.linkedin.com/in/miller-sara-e/

    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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    25 mins
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