Shows
Purpose of WealthEpisode 12 A New Partner in the Family?In this episode, we confront the complexities of new love and the family, and what can happen when a clash of ideals turns a love match into a battle for control. Our guest, Coventry Edwards-Pitt says we need to flip our thinking. Covie is Chief Creative Officer & Founder and Director of The Center for Family Well-being at Ballentine Partners in Boston and has spent 25 years in the wealth advising industry. She’s the author of the Healthy, Wealthy & Wise Collection of books and after a decade's worth of research and conversations on success, what Covie has...2025-02-0952 min
The Mack PodcastEngaged Healthy, Wealthy & WiseIn this conversation, Covie Edwards-Pitt discusses her journey as an author and thought leader in wealth management, focusing on the importance of positive framing in addressing the challenges faced by wealthy families. She emphasizes the need for intentional parenting, the balance between support and independence for children, and the significance of agency in wealth inheritance. Covie also explores the dynamics of non-linear relationships, the implications of governance structures, and the often mishandled prenup discussions. The conversation highlights the necessity of redefining risk in wealth management to prioritize human relationships and effective communication.Learn more...2024-11-121h 04
FOXcastNurturing Healthy, Wealthy, and Wise Rising Gen Members with Coventry Edwards-PittToday, I am delighted to welcome Coventry Edwards-Pitt, CFA, CFP®, Partner and Chief Creative Officer at Ballentine Partners, an independent multi-family-office firm. Covie is the author of three popular books: Raised Healthy, Wealthy & Wise, Aged Healthy, Wealthy & Wise, and Engaged Healthy, Wealthy & Wise. She has been quoted widely, including in The New York Times, The Wall Street Journal, Bloomberg, and Investment News. Covie is a trained opera singer and pianist, and a member of the Women Presidents’ Organization and the Collaboration for Family Flourishing. Covie works with many families of wealth looking to “prepare their next gen to be...2024-03-0739 minFOXcastNurturing Healthy, Wealthy, and Wise Rising Gen Members with Coventry Edwards-PittToday, I am delighted to welcome Coventry Edwards-Pitt, CFA, CFP®, Partner and Chief Creative Officer at Ballentine Partners, an independent multi-family-office firm. Covie is the author of three popular books: Raised Healthy, Wealthy & Wise, Aged Healthy, Wealthy & Wise, and Engaged Healthy, Wealthy & Wise. She has been quoted widely, including in The New York Times, The Wall Street Journal, Bloomberg, and Investment News. Covie is a trained opera singer and pianist, and a member of the Women Presidents’ Organization and the Collaboration for Family Flourishing. Covie works with many families of wealth looking to “prepare their next gen to be...2024-03-0739 min
Purposeful Planning PodcastEngaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant OthersIn this episode, Coventry Edwards-Pitt will share takeaways from her new book, Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others on how they have navigated love and family wealth and forged their own joint path. After conducting 50+ interviews over two years, Covie was blown away by the perspective of young people who are rarely asked for their views by an industry that is employed largely by their parents’ generation. Engaged, the first book to focus exclusively on the experience of inheritors and their significant others – shines a lens on the perspective of the inheriting generation and allow...2023-07-0333 min
Let's Talk Family Enterprise44: Prenuptials: Engaged Healthy, Wealthy & WiseIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their family clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Description Host Steve Legler speaks with Coventry Edwards-Pitt about her third book, Engaged Healthy, Wealthy & Wise, which tells the true stories of wealth inheritors and their significant others, and how they navigated the situ...2023-02-1435 min
The Inheritance PodcastCoventry Edwards Pitt - When Love Meets MoneyCoventry Edwards-Pitt is the author of Engaged Healthy Wealthy and Wise, and we will be talking about the challenges of inheritors in love and marriage, self-actualization, the stumbling block of prenuptial agreements, and the desire to break free from the constraints of onerous wealth management infrastructures.
Covie is a Partner and the Chief Creative Officer of Ballentine Partners in Boston. She is the author of three excellent books based on extensive interviews with the wealthy. Raised Healthy Wealthy and Wise covered raising children, Aged Healthy Wealthy and Wise focused on vibrancy in later life, and today we...2022-11-2556 min
Beyond The Balance Sheet PodcastSetting Your Children Up for Success With Covie Edwards-PittsCoventry Edwards-Pitt, affectionately known as Covie, is a partner and Chief Creative Officer at Ballentine Partners. She is an author who has written several books, including, “Healthy, Wealthy, and Wise,” and has held numerous jobs and positions in her 24 years of experience. Covie’s experience makes her not just facile in dealing with individual concerns, but with families as well. In this episode, we will be covering how parents can better support the well-being of their children as they grow to become responsible, functioning, and capable adults. Visit our website at: beyondthebalancesheet.com. Although OPG has at...2021-05-1234 min
The Business of FamilyCovie Edwards-Pitt - Raised Healthy, Wealthy & Wise [The Business of Family]Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners where she is responsible for the development and management of the firm’s family education, family governance, and philanthropic offerings. Covie also leads several of the firm’s large family client engagements and specialises in helping her clients manage the impact of their wealth and ensure that their wealth management strategy reflects their families’ values and goals.
Covie is the author of a two-book series based on interviews that highlight success stories of family wealth: the first, Raised Healthy, Wealthy & Wise (2014), focuses on raising childr...2020-09-0759 min
Wealth of WisdomCovie Edwards-Pitt - How Can Your Family Encourage Financial Literacy in Every Member?This is a question that practically every parent asks, whether or not they have money. But wealth can deprive children of the natural education in financial literacy. Coventry Edwards-Pitt has written an entire book about how successful heirs develop healthy money skills. In this podcast she shares concrete practices that parents can adopt, whether you are parenting young children or adults.2019-01-0235 min