The Family Wealth Edge

Kristen Heaney & Vincent Valeri
  • 5.0 (2)
  • Investing

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. 5d ago

    Wealth Doesn't Fall on Paper, It Falls on People | Episode 31 - Amanda Koplin

    Our guest this week is a dear friend of the show and, as Kristen puts it, a co-mentor through the messy work of shifting an entire industry. Amanda Koplin is a licensed mental health counselor and the founder and CEO of Koplin Consulting, a nationwide private-pay concierge behavioral health service, and she just released a new book making a real splash: The Trauma-Informed Trustee. We dig into the part of family wealth that almost nobody is trained for: the human side of the trustee and beneficiary relationship. Amanda's point lands hard. The legal and financial piece of a trustee's job is the easy part. It's the human interaction that breaks people. What we get into: Why the trustee often becomes the de facto parent, mentor, and authority figure in a beneficiary's life, and the transference that comes with itThe Camden Wealth stat that 70 percent of ultra high net worth families report experiencing trauma, mental illness, or addiction, and why no estate planner is asking about itWhy "Uncle Mike" as trustee can pour gasoline on an already fractured family, and how power dynamics destroy safe relationshipsWhat a certified hostage negotiator learned that applies directly to trustees and beneficiaries: both sides feel held hostage by who they think the other isThe "same page chart" and why conflict usually comes from two people assuming they share beliefs they've never actually checkedEqual versus equitable: the peanut allergy analogy every leading-gen parent should hear before writing their estate planOne message each for the leading generation, the beneficiary, and the trusteeAmanda's throughline: communication and compassion are the biggest risk mitigators there are. Find her on LinkedIn as Amanda Koplin LPC, at koplinconsulting.com, or grab The Trauma-Informed Trustee on Amazon. Chapters 00:00 Welcome back and meet Amanda Koplin  02:24 Amanda's journey: from her own recovery to this work  04:04 The first trustee who said "I've never met anyone like you"  04:57 What trustees face that no one prepared them for  06:25 When the trustee becomes the parent figure  08:18 The stats: trauma, mental illness, and addiction in wealthy families  09:23 The questions estate planners never ask  11:05 Should you name "Uncle Mike" as trustee?  12:17 Eliminating power dynamics to preserve safety  13:13 Why being seen, heard, and believed defuses crisis  14:07 The advisor's own biases and trauma in the room  15:06 When money papers over the problems  16:10 A hostage negotiator's insight for trustees and beneficiaries  17:58 The "same page chart" and questioning foundational beliefs  19:22 How trauma patterns repeat across generations  20:39 Trauma flows through generations, but so does healing  21:08 Encanto as a lesson in generational healing  23:23 The new dance move: one person choosing to change  24:26 Three messages: for the leading gen, the beneficiary, the trustee  24:59 Equal versus equitable: the peanut allergy analogy  26:24 The trustee as guardian of your dreams  28:13 Where to find Amanda and her book  29:13 Wrap-up and goodbyes 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

  2. Sep 16

    What a Cybercrime Detective Says You Shouldn't Post | Episode 29 - Kenrick Bagnall

    Our guest this week spent 35 years across business, technology, and law enforcement, including nearly two decades as a police officer and nine years as a cybercrime investigator working major files with Europol and Interpol. Kenrick Bagnall now teaches the federal cybercrime investigators course for the RCMP, and he came on to talk about a threat most families badly underestimate. Kristen sees it constantly: family members opening the shareholders' report on airport Wi-Fi, treating a business worth more than some countries' GDP like any other Gmail. Kenrick explains why a high net worth family is really a corporation with a much bigger attack surface, and what to actually do about it. What we get into: Why cybercrime flows like water, straight to the path of least resistanceHow organized cybercrime groups run like real businesses, with HR, developers, and ransomware negotiatorsWhy AI has killed the old giveaways, and how deepfake voices and video now defeat trust itselfThe single habit that stops most attacks: trust but verify, and the family safe word that backs it upYour digital footprint, active and passive, and how one vacation photo can geolocate your homeKenrick's five Rs framework: risk, reduction, resiliency, response, and recoveryWhy one tabletop exercise starts the work but preparedness is never one and doneCHAPTERS 00:00 Welcome back and meet Kenrick Bagnall 02:19 From IT in Bermuda to a Toronto cybercrime unit 05:40 Why tech now touches nearly every crime 08:00 When your data becomes the target 09:29 You've been hit by ransomware. Now what? 11:11 How a single report connects victims across continents 14:22 The perfect storm: rising awareness, rising sophistication 15:18 Why cyber criminals are now targeting families, not just corporations 17:33 A family office widens your attack surface 18:01 AI, deepfakes, and the end of "trust what you see" 19:44 Cybercrime flows like water 21:44 Trust but verify, and the family safe word 23:45 What law enforcement training teaches about preparedness 26:19 Cyber insurance and the cost of learning the hard way 27:39 Social media, privacy, and giving it all away 29:20 The digital footprint: active and passive 31:35 What a single posted photo can reveal 33:45 How Kenrick helps clients: the five Rs 36:57 Tabletop exercises for families 38:10 Preparedness as an ongoing responsibility 40:16 Where to find Kenrick 41:03 Wrap-up and goodbyes 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

  3. Sep 1

    Meet The In Three Gens Coaches | Episode 28

    This one's a bit of a family reunion. We brought almost the entire In3Gens coaching team into the studio, rising-generation family members who came through our peer groups as participants and came out the other side as coaches. Kristen gets to work alongside these people every day, and we wanted you to meet them. We go around the table and each of them tells their story: where they started, the moment things clicked, and why they came back to help other rising gens do the same. What we get into: -Katie Darnall, a G4 from a Tennessee family business, on finding the missing puzzle piece in the in the peer groups and her confidence inside her own family system -Eric Chaffiot, a G3 in Florida multifamily real estate, on the weight of juggling every role at once and learning to be part of something greater than himself -Jamie Polanco who was adopted into a family and her transformative experience in the peer group as a safe space to finally ask "who am I and how do I tell the world?" -Celine Fitzgerald, a G3 from Chicago, on coming in hot as a total skeptic and why she stayed The turn from participant to coach, and what it means to find purpose through the work Why a peer group of people who actually get it changes the whole experience Curious about the rising-gen peer groups these coaches came through? Learn more and get in touch at inthreegenerations.com.  If any of this sounds like the missing piece for you, now is the time to reach out. We'd love to help you figure out if coach training is the right fit. 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

  4. Aug 7

    How Will AI Impact Families? | B. Scot Rousse - Episode 27

    We sat down with philosopher, coach, and punk rock drummer B. Scot Rousse for a conversation about the implications AI will have on our humanity. What we get into: Why "what you want" is the most boring question you can ask about your life, and what to ask instead..Cognitive offloading: the quiet danger of outsourcing not just your emails, but your ability to think to machinesThe slot-machine loop, "AI slop," the traps hiding inside every chatbotAn actionable four-part framework for a meaningful life in the age of the machineWhat raising kids with AI has in common with raising kids with wealthYou can follow B on Substack: https://withoutwhy.substack.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

  5. Jul 24

    Family Wealth Fixer Uppers | Fun and Games Part 3 - Episode 26

    This is the last of our three-part live run from Vero Beach, and we're calling it Family Wealth Fixer-Uppers. Think of it a little like HGTV, but for families: there's a room in the house you've lived with unremodeled for ten years because you don't know where to start, and someone from the outside can walk in and immediately see what needs doing. We jotted down four scenarios we run into constantly with the families we work with, and talked through how we'd actually advise them. 00:00 Cold open 00:20 Welcome back  00:42 What "Family Wealth Fixer-Uppers"  02:10 Scenario 1: Rising-gen siblings won't come to the family meeting 02:34 Co-creating the agenda and making it fun 03:26 What we underestimate: careers, calendars, and what's really in the way 05:16 Scenario 2: Dad refuses to step aside 05:43 Founder's disease and identity after the business 06:23 Talking about risk what holding on too long actually costs 07:34 It's not stepping out, it's stepping up 07:54 Leave the jersey in a better place 08:40 Scenario 3: The rising gen who keeps going over budget 09:23 Why the missing context turns a trust into an ATM 10:06 Transparency paired with education 10:51 Scenario 4: Will telling them about the wealth kill their drive? 11:34 The grind isn't the only path to drive 12:32 How a lack of transparency creates the entitlement you feared 12:57 Wrap-up and thanks 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

  6. Jul 10

    Motto, Mentors, and Pearl Jam | Fun and Games Part 2 - Episode 25

    It's our 25th episode and we're back together again! In this episode, we play a round of Story Keep's card game, a deck built to spark honest, personal conversation. We ask each other about the motto we live by, the mentors who shaped us, the one song we'd take to a desert island, and the family holiday tradition we hold onto most. Special shout out and thanks to Jamie Yuenger and our friends at Story Keep and their recent symposium.  StoryKeep: https://www.storykeep.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

  7. Jun 29

    Whose Story Is It Anyway? | Fun & Games: Part 1- Episode 24

    This one's special for us: it's the first episode we've ever recorded in person, together in the Florida sun, after four years of only seeing each other through a screen. To mark it, we wanted to do something playful, so we made a game out of our own lives. It's called "Whose Story Is It Anyway?", we read out a scenario from one of our pasts, hold up a sign for whose story it is (sometimes it's both of us), and then dig into what actually happened. We get into the silver hand-me-down Porsche with no emergency brake that was a perfect metaphor for one of us at sixteen, why one of us was obsessed with the family business and the other never wanted anything to do with it, and how that business broke up a high school relationship. From there it gets more honest: becoming an inheritor at twenty-one with no preparation versus knowing too much too young and the rift it created with a sibling, the transparency tightrope every family walks, and being present at the moment a parent passed, something three of our four parents gave us. We close on the existential crises that family enterprise can set off, and the surprising gift that came from a father selling the company. We're being playful with it, but underneath is the stuff we care about most: real responsibility, the weight people underestimate, and the reminder that whatever you're carrying, you're not alone in it. 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

  8. Jun 3

    What to do when you don't have to work - Episode 23

    What does it really cost to not have to work? This week we discuss the paradox of comfort, the counterintuitive challenges that arise when financial wealth removes the necessity of working. It sounds like a dream. But for trust beneficiaries, next-gen family members, and anyone whose financial security has outpaced their sense of purpose, the absence of need can quietly erode confidence, identity, and readiness for life's inevitable responsibilities. This is a conversation about redefining work — not as the way you pay the bills, but as the way you create meaning, build resilience, and show up for the world. And it comes with a practical framework: five coaching questions to help you (or your clients) get unstuck and design a life with intention. Topics covered: -The mental health costs of living without purpose-driven work -Why identity and self-worth are so tightly tied to what we do -Real responsibility: what happens when life demands it and you haven't built the muscle -The pendulum problem in multigenerational families -How to redefine success on your own terms If you work with wealthy families, are part of one, or are simply thinking about what your relationship with work should look like, this one's for you. 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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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
    31
  • Rating
    Explicit
  • Copyright
    © 2026 The Family Wealth Edge
  • Show Website
    The Family Wealth Edge