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.”

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This week Kristen and Vincent share personal anecdotes about hard work, responsibility, and the lessons learned from everyday experiences, such as lawn care. 

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In this episode of "The Family Wealth Edge," we delve into the often misunderstood concept of governance, breaking it down into its core components: communication and decision-making.

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This week we're so excited to have Celine Fitzgerald, a third-generation family member, as she shares her experiences in navigating family wealth and empowering the next generation. Celine opens up about her path from skepticism to becoming a key figure in her family's enterprise.

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In this episode, Kristin Heaney and Vincent Valeri discuss the importance of instilling real responsibility in the rising generation. They explore how experiences outside of comfort zones contribute to personal growth and resilience. 

RESOURCES

Robert Rodriguez “The Wizard Returns” (Tim Ferriss Show) -https://youtu.be/fbPEvPERqpE?t=4026

 The Science of Motivating Young People by David Yeager - https://www.amazon.ca/10-25-Motivating-Groundbreaking-Generation_And/dp/1668023881/

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In this episode of The Family Wealth Edge, hosts Vincent and Kristen delve into the concept of the "three generations curse" and how it impacts family legacy. Kristen shares insights from her book and company, "In Three Generations," emphasizing the importance of intentionality in building a legacy that lasts. They discuss the misconceptions around wealth dissipation and offer strategies for families to create a meaningful impact across generations.

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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.

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This week we're discussing what a family meeting is, and the important role it has in fostering communication, commitment, and emotional growth. 

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The conversation revolves around the insights gained from the Transitions Conference, focusing on the importance of family dynamics in wealth management. The speakers discuss the positive atmosphere of the conference, the significance of education for the rising generation, and the need for family members to engage in open discussions about wealth and leadership. They emphasize the value of creating spaces where family members can learn together and share experiences without the pressure of advisors.

KEY TAKEAWAYS

• The Transitions Conference fosters family member connections.
• Education is a key theme for successful family wealth management.
• Families should think 10 years ahead in planning.
• Engaging the rising generation early is essential.
• Positive attitudes towards married-ins can enhance family dynamics.
• Diverse demographics at the conference encourage inclusivity.
• Learning together as a family strengthens relationships.
• Conferences can inspire innovative ideas for family governance.

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

Welcome to The Family Wealth Edge — where wealth meets real life.

We’re Kristen and Vincent — second-generation family members who’ve lived the ups and downs of inheriting, growing, and navigating wealth. We created this channel for people who are financially affluent but seeking tools, stories, and conversations about what really matters: family, identity, legacy, wellbeing, and purpose.

If you’re a wealth creator, inheritor, or part of a complex family system, and you’re looking for a place to talk about the stuff that doesn’t show up on a balance sheet — you’ve found your people.

• Real talk about the human side of wealth
• How to talk to kids about money
• Planning for the future with intention
• Finding meaning when it feels like you "should" have it all
• Navigating emotions, expectations, and relationships

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