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 specializes 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 children to be grounded and successful adults amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.
Coventry (Covie) Edwards-Pitt has been a guest on 1 episode.
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Covie Edwards-Pitt - Raised Healthy, Wealthy & Wise [The Business of Family]
Episode | 7 September 2020 | Season 1 | 59 mins 50 secs
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Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners, a client-centric investment and wealth management firm for Ultra High Net Worth families.
Covie is alo 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 children to be grounded and successful adults amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.