The Family Wealth Edge

Kristen Heaney & Vincent Valeri
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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.

  1. JAN 21

    Are We Rich? - Episode 17

    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

    10 min

  2. JAN 5

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

    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

    9 min

  3. 12/12/2025

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

    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

    25 min

  4. 12/04/2025

    The Best and The Worst of Family Meetings

    Today Kristen Heaney and Vincent Valeri, MBM, FEA are discussing the best and worst things that can happen in family meetings. 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

    7 min

  5. 10/30/2025

    Cultivating Entrepreneurship in the Next Generation with Becca Brown

    In this inspiring episode of The Family Wealth Edge, hosts Vincent and Kristen welcome entrepreneur and advisor Rebecca Brown, whose career spans Goldman Sachs, Columbia Business School, Shark Tank, and beyond. Rebecca shares her journey from Wall Street to founding Soulmates, an innovative shoe care brand, and her transition to guiding rising-generation entrepreneurs through Core Satellite Partners.  Together, they explore the intersection of entrepreneurship and family legacy, discussing how next-gen family members can find their own identity, leverage family capital responsibly, and learn through building. Rebecca and Kristen also introduce their upcoming Next-Gen Entrepreneurship Cohort, a seven-session program designed to equip participants with the confidence, tools, and community to turn ideas into viable ventures. 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

    20 min

  6. 10/16/2025

    The Paradox of Wealth & Happiness - Episode 12

    In this episode of The Family Wealth Edge, we dive deep into the tension between spiritual and natural living — how overwork, wealth, and even imposter syndrome can pull us away from meaning. Guest Chris Koenemann returns to unpack how families can build spiritual capital — the inner resource that helps us stay grounded, purposeful, and whole. 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

    27 min

  7. 10/02/2025

    Discovering Spiritual Capital on the Long Road with Chris Koenemann

    In this episode of The Family Wealth Edge, Vincent and Kristen sit down with Chris Koenemann, a former Benedictine monk, Catholic priest, strategy consultant, and now family advisor, to explore one of the most overlooked yet transformative resources in families: spiritual capital. Chris shares his extraordinary journey—from NASA consulting to monastery life, from writing The Grace of Nothingness to hiking 2,000 miles on the Appalachian Trail. Along the way, he discovered profound truths about identity, purpose, and what it means to thrive through life’s darkest nights of the soul. Together, we unpack: What spiritual capital is and why it’s as essential as financial, social, and intellectual capital.How purpose and “the scoreboard” can either guide or derail us.Lessons from the monastery, conflict resolution, and the hero’s journey.How to help the next generation build resilience, character, and a sense of meaning beyond themselves.Whether you’re a family business leader, inheritor, or simply someone searching for deeper meaning, this conversation will challenge the way you think about success, contribution, and identity. 📖 Chris’s book: The Grace of Nothingness 🌐 Learn more about Chris: https://www.chriskoenemann.com/ 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

    41 min

  8. 09/17/2025

    Why Advisors Need Their Own Medicine Too - Episode 10

    This week we are discussing Purposeful Planning Institute's Rendezvous Event where advisors find more than insights - they find authentic spaces to grow, reflect, and build confidence alongside peers. Vincent Valeri, MBM, FEA, and Kristen Heaney explore why safe spaces and positive peer pressure are essential for both advisors and the families they serve. Jim Grubman, Nathan Dungan, Lindsay Hardie, PhD, In Three Generations, LLC Purposeful Planning Institute: https://purposefulplanninginstitute.com/ 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

    12 min
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About

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.

Information

  • Creator
    Kristen Heaney & Vincent Valeri
  • Years Active
    2025 - 2026
  • Episodes
    18
  • Rating
    Explicit
  • Copyright
    © 2026 The Family Wealth Edge
  • Show Website
    The Family Wealth Edge