The Healthy, Wealthy & Wise Collection
By Coventry Edwards-Pitt
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.
But amid all of this, there is a young couple in love. What does it feel like to be this young inheritor (who might still be trying to forge a differentiated sense of self amid the backdrop of inherited wealth) and their partner, for whom all of this is new and largely irrelevant, or at least tangential to how they feel about their significant other and their vision for their lives together? How does it feel when the possibility that defines this tender time of life runs smack into the formal frameworks inherent in most wealth management ecosystems? And how can a young couple make it through with their love, partnership, and faith in each other not only intact but stronger on the other side?
That is what this book is about. It’s about the perspective of these young people who are rarely asked for their views by an industry that is employed largely by their parents’ generation. And it is about how they have navigated the journey of forging a strong union and fulfilling life path with their chosen partner amid the complexities of inherited family wealth.
This is the third book in the Healthy, Wealthy & Wise series by nationally recognized wealth advisor Coventry Edwards-Pitt, CFA, CFP®. The first, Raised Healthy, Wealthy & Wise (2014) focuses on helping parents to raise grounded children amid wealth, and the second, Aged Healthy, Wealthy & Wise, 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.
“What makes this book unique and valuable is that the stories of real-life successful inheritors found here resonate, particularly their surprising insights about accountability, independence, and being able to feel that they earned their own successes. Wealthy parents seeking advice on how to raise their children well amid wealth will find in these words the inspiration and conviction needed for them to implement these best practices in their own families."
Sara Hamilton, Founder and CEO, Family Office Exchange
Raised Healthy, Wealthy & Wise
"If you are or will be an inheritor, or were raised with privilege, then this book is a must for you! Covie covers the journey next gen inheritors experience in their 20s - 50s and offers a clear roadmap – imbued with the wisdom and lessons learned from inheritors (and their partners) she interviewed who have successfully traveled this road. The book offers a guide for how to build confidence in your abilities, how to include your significant other in the journey, and how to truly integrate your experience around wealth with your authentic self.”
Rachel Gerrol, CEO and Co-Founder of Nexus
Engaged Healthy, Wealthy & Wise
"As I approach my 75th birthday, I have pondered what Erik Erikson meant
about the 8th stage of life as Integrity. Covie’s book is a gift that answers my question. It has given me a path and way to live integrally. Thank you, Covie.”
James E. Hughes, Jr. Author of Family Wealth: Keeping it in the Family, Family: The Compact Among Generations
Aged Healthy, Wealthy & Wise
The individuals quoted above did not receive any compensation directly or indirectly in exchange for their reviews of the books. The reviewers are not clients of Ballentine Partners, LLC, and, so far as we are aware, are not subject to any material conflicts of interest with respect to the impartiality of their reviews.