The Family Wealth Edge

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.

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 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.

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In this episode of The Family Wealth Edge, Vincent and Kristen sit down with Chris Koenemann, a former Benedictine monk, Catholic priest, strategy consultant, and now family advisor, to explore one of the most overlooked yet transformative resources in families: spiritual capital.

Chris shares his extraordinary journey—from NASA consulting to monastery life, from writing The Grace of Nothingness to hiking 2,000 miles on the Appalachian Trail. Along the way, he discovered profound truths about identity, purpose, and what it means to thrive through life’s darkest nights of the soul.

Together, we unpack:

• What spiritual capital is and why it’s as essential as financial, social, and intellectual capital.
• How purpose and “the scoreboard” can either guide or derail us.
• Lessons from the monastery, conflict resolution, and the hero’s journey.
• How to help the next generation build resilience, character, and a sense of meaning beyond themselves.

Whether you’re a family business leader, inheritor, or simply someone searching for deeper meaning, this conversation will challenge the way you think about success, contribution, and identity.

📖 Chris’s book: The Grace of Nothingness
🌐 Learn more about Chris: https://www.chriskoenemann.com/

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This week we are discussing Purposeful Planning Institute's Rendezvous Event where advisors find more than insights - they find authentic spaces to grow, reflect, and build confidence alongside peers. Vincent Valeri, MBM, FEA, and Kristen Heaney explore why safe spaces and positive peer pressure are essential for both advisors and the families they serve.

Jim Grubman, Nathan Dungan, Lindsay Hardie, PhD, In Three Generations, LLC

Purposeful Planning Institute: https://purposefulplanninginstitute.com/

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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.

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