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. 2D AGO

    The Paradox of Wealth & Happiness - Episode 21

    We keep seeing the "paradox of choice" show up in our coaching work with Rising Gen clients from affluent families. The theme has re-emerged with a vengeance: young adults in their 20s who have every door open to them, and yet can't seem to walk through any of them. Thats why this week we're unpacking  why access and abundance can actually stunt decision-making, and why high-achieving kids who thrived with a clear rubric in school can become completely disoriented when the rubric disappears. This Week We Are Discussing -Why Rising Gen clients from affluent families keep getting stuck -The paradox of choice — and how the jam study explains it -Why shame and fear make it harder to ask for help -A practical framework for building your own rubric and getting unstuck -Why the first decision at 25 doesn't have to be the right decision — just a decision Shout Out To The Following Books The Defining Decade by Meg Jay Designing Your Life by Bill Burnett & Dave Evans 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

    15 min

  2. MAR 19

    The KPIs of Family Succession - Dr.Dan McDonald | Episode 20

    In this episode, Dr.Dan McDonald (human factors psychologist with military and government experience) breaks down how trust, leadership, and culture actually determine whether family wealth lasts or falls apart. We get into: -Why “soft skills” are actually hard ROI drivers -How to use simple frameworks (like logic models) to measure what matters -What families can learn from the military about leadership and succession -How AI, tech, and generational shifts are changing everything Follow Dr.Dan:https://www.linkedin.com/in/dr-daniel-p-mcdonald/  Performance Absolute: https://performanceabsolute.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

    35 min

  3. MAR 5

    Planning For End Of Life and The Silver Tsunami - Robin Norcross | Episode 19

    This week we're talking about one of the toughest conversations of all - how to ensure a meaningful peaceful death of a loved one.  We're joined by Robin Norcross (Purposeful Passages) who guides us through proven strategies to normalize death talk, helping you can prepare for the inevitable with dignity and love. We Discuss -The surprising truth about why most people fear talking about death and how to overcome it -A simple framework to start meaningful conversations with family about end-of-life wishes -Why planning ahead leads to less pain, suffering, and conflict when the time comes -The impact of the coming “great transfer of wealth” on caregiving and legal systems -How embracing death as a natural part of life transforms our relationships and legacy Follow Robin: https://www.linkedin.com/in/torri-hawley Purposeful Passages: https://www.ourpurposefulpassages.com/meet-robin 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

    26 min

  4. FEB 18

    The Misunderstood Role of a Trustee - Torri Hawley

    This week we're joined by Torri Hawley from Tamarind learning to discuss the often misunderstood role of a trustee. We're chatting explore the responsibilities of trustees, the importance of education for beneficiaries, and the dynamics of trustee-beneficiary relationships.  Follow Torri: https://www.linkedin.com/in/torri-hawley Tamarind Learning: https://tamarindlearning.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

    25 min

  5. 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

  6. 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

  7. 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

  8. 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
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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
    22
  • Rating
    Explicit
  • Copyright
    © 2026 The Family Wealth Edge
  • Show Website
    The Family Wealth Edge