Guiding the Next Generation Through Wealth Conversations
In this conversation, Brian Adams hosts Celine Fitzgerald and Kristen Heaney, who share their personal journeys in the family office space. They discuss the evolution of family offices, the challenges of defining success, and the importance of peer learning and community support for the rising gene…
Kristen Heaney on supporting RisingGens through education and peer groups
You can learn more about Kristen and her company on the company website: https://www.inthreegenerations.com/ You can also find them on LinkedIn and Instagram.
Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me …
Breaking the Pattern: How Self-Awareness and Choice Transform Family Wealth Dynamics
In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep under…
Adopted into a Wealthy Family - Jamie Polanco: Episode 9
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 …
Why Advisors Need Their Own Medicine Too - Episode 10
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 ar…
Episode 49: Navigating the Landscape of Development Resources
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators…
The Best and The Worst of Family Meetings
Today Kristen Heaney and Vincent Valeri, MBM, FEA are discussing the best and worst things that can happen in family meetings.
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.co…
EP29: Kristen Heaney: Legacy and Family Wealth After Loss: The Identity Shift of Young Inheritors
Loss can place unexpected responsibility on someone overnight, especially when legacy and family wealth are part of the story.
Justin Weidenfeld sits down with Kristen Heaney, founder of In3Generations and host of The Family Wealth Edge Podcast, to talk about the reality of navigating grief and…
The Leading Generation’s Role in Preparing What Comes Next
In conversations about generational wealth, much of the focus is placed on preparing the rising generation. But what responsibilities do the current stewards of wealth, the leading generation, carry in shaping that transition?
In this episode, Brian Adams is joined by Kristen Heaney and Celine Fitz…
Preparing, Not Pressuring: Nurturing the Rising Generation for Ownership and Stewardship with Kristen Heaney
What does it really mean to prepare the rising generation for a future role in the family enterprise? In this episode of Family Business Matters, host Chris Maslin sits down with Kristen Heaney, founder of In Three Generations, to explore how families can intentionally develop future owners, stewar…
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