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/

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Follow Vincent: https://www.linkedin.com/in/vincentvaleri/

Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

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

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

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/

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Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

This week we answer the difficult question that families very often have to answer "Are We Rich?"

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Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

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

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/

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Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

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

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Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

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

 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