The Family Wealth Edge

Adopted into a Wealthy Family - Jamie Polanco: Episode 9


Listen Later

In this heartfelt episode of The Family Wealth Edge, hosts Vincent Valeri and Kristen Heaney welcome friend and client-turned-coach Jamie Polanco. Jamie shares her uncommon journey of being adopted after 18 into a successful enterprising family, the imposter syndrome that followed, and how joining a peer learning cohort helped her find her voice, build real relationships with advisors, and step confidently into her role as a fourth-generation (G4) family member raising G5.

Together they explore practical ways rising gens can develop confidence and language around wealth, how families can create safe spaces for “beginner” questions, and why storytelling—starting with the founder’s (G1) story—helps young people avoid the twin traps of ignorance and arrogance. Jamie also traces her path from participant to life-coach for enterprising families, and leaves listeners with a simple closing charge: “Even if you think you can’t, you can.”

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

...more
View all episodesView all episodes
Download on the App Store

The Family Wealth EdgeBy Kristen Heaney & Vincent Valeri