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Author Coventry Edwards-Pitt on Working with Newly Coupled Wealth Inheritors; Sneak Peek at New Book

Pop-Up Event Date: Tuesday, January 31, 2023, 12:00 – 1:00 ET

This is a Pop Up Event for 21/64 Certified Advisors and Learning Community.

When a young inheritor announces that they have met “the one” – their chosen life partner whom they hope to marry – the wheels of the wealth advising industry whir into motion. Advisors recommend prenuptial agreements, wealth-owning families discuss how transparent to be about the family’s financial situation, and white papers offer best practices about how to “onboard” the new partner to the wealth-owning family’s cultural and financial ecosystem.

In this exclusive event for 21/64 Certified Advisors, bestselling author and nationally recognized wealth advisor Coventry Edwards-Pitt explores new and countercultural approaches for pre-nuptial agreements that both families and advisors can use to support enduring relationships. Drawing from her upcoming book Engaged Healthy, Wealthy & Wise, Edwards-Pitt will share lessons from inheritors and their significant others on how they have navigated love and family wealth and forged their own joint path

Facilitator:

Coventry Edwards-Pitt, CFA, CFP®, is the Chief Creative Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She is responsible for thought leadership for the firm. She began her career at Goldman Sachs after graduating from Harvard University.

This is the third book in Covie’s Healthy, Wealthy & Wise series. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy. Covie’s books live at the intersection of heart and wealth and share positive success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives.

Covie has spoken on the books at over 150 events for wealth-owning families and their advisors and consults to individuals about how to implement the books’ best practices in their own families. She lives in the Boston area with her husband and daughter.

Pre-order links:

E book on Amazon: https://www.amazon.com/Engaged-Healthy-Wealthy-Wise-significant-ebook/dp/B0BK5H6DSJ/ref=sr_1_4?qid=1670529783&refinements=p_27%3ACoventry+Edwards-Pitt&s=books&sr=1-4 

Hard copy: Send an email to [email protected] to pre-order a hard copy of the book and we’ll send it to you as soon as it’s available this spring!

 

Fee: Free
Pop Up Event for Certified Advisor Collective and Learning Community

Members of the Certified Advisor Collective and Learning Community are welcome to join this event.

Not part of the Certified Advisor Collective or Learning Community? Find out more here.

 

Online registration for this event is now closed. If you would like to register, please contact Rich Polt at [email protected].

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Author Coventry Edwards-Pitt on Working with Newly Coupled Wealth Inheritors; Sneak Peek at New Book! – January 31, 2023

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Testimonials.


This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!

Jen Laun

CFP ®

21/64
2020-08-24T15:34:04-04:00

Jen Laun

CFP ®

This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
21/64
2017-07-03T17:46:03-04:00
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
21/64
2017-07-03T17:46:49-04:00
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
21/64
2017-08-15T10:53:05-04:00
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64
2017-08-15T10:54:14-04:00

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.
Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.

201 Training Participant

21/64
2017-08-16T14:46:42-04:00

201 Training Participant

Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.
The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.

201 Training Participant

21/64
2017-08-16T14:47:38-04:00

201 Training Participant

The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.
The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.

201 Training Participant

21/64
2017-08-16T14:48:47-04:00

201 Training Participant

The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.
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