Hosted by Vincent Valeri & Kristen Heaney
Family wealth is about more than numbers on a balance sheet — it’s about people, values, and legacy. On The Family Wealth Edge, hosts Vincent Valeri and Kristen Heaney sit down with leaders, advisors, and families to explore what it really takes to sustain wealth across generations.
Episode 13
Kristen welcome entrepreneur and advisor Rebecca Brown, whose career spans Goldman Sachs, Columbia Business School, Shark Tank, and beyond. 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.
Episode 12
Chris Koenemann returns to discuss how thriving families hold both “being” and “doing” in tension—turning spiritual awareness into practical tools for multigenerational success.
Episode 11
Chris Koenemann is our guest this week to explore spiritual capital as a vital resource that grounds families in purpose, belonging, and identity beyond financial metrics or achievement.
Episode 10
Kristen shares lessons from Family Business Magazine’s Transitions Conference on creating safe spaces, welcoming spouses, and engaging rising gens early.
Episode 9
Jamie shares how being adopted into a successful family after 18 shaped her identity, how peer cohorts helped her find her voice, and how she now models grounded, intentional parenting around wealth.
Episode 8
A story about Vincent’s son and the backyard lawn becomes a discussion about how small, consistent experiences teach values better than one-time lectures.
Episode 7
A reframe of governance from rigid policy to relational practice—how families can make decisions and communicate effectively without bureaucracy.
Episode 6
Celine revisits the first Rising Gen cohort, sharing how it sparked personal growth, philanthropy, and confidence to lead—while bringing her family along for the journey.
Episode 5
Episode 4
Kristen shares the story behind her book In Three Generations and how families can intentionally design enduring legacies that outlast the “three-generation curse.”
Episode 3
This week we're discussing Vincent's business, Valeri & Associates, emphasizing the importance of collaboration and humility in family advisory services. Vincent tells us about his journey, how he works and the need for a network of professionals to best serve families, acknowledging the complexities they face
Episode 2
Vincent and Kristen reveal how intentional family retreats turn emotion into strategy, strengthening connection, communication, and commitment across generations.
Episode 1
incent and Kristen reflect on themes of education, entrepreneurship, and multi-generational learning, offering insights for families navigating governance, values, and long-term planning. Whether you’re a family business leader, a rising gen, or an advisor supporting them, this conversation highlights why peer learning and honest dialogue are vital for building resilient family enterprises.
