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:
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].
Author Coventry Edwards-Pitt on Working with Newly Coupled Wealth Inheritors; Sneak Peek at New Book! – January 31, 2023
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Jen Laun
CFP ®
Jen Laun
CFP ®
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
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