We found 1 episode of The Business of Family with the tag “inheritors”.
Covie Edwards-Pitt - Raised Healthy, Wealthy & Wise [The Business of Family]
Episode | 7 September 2020 | Season 1 | 59 mins 50 secs
aged healthy wealthy & wise, author, chief wealth advisor, inheritors, multigenerational wealth, raised healthy wealthy & wise, uhnw families
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.