The Family Office Exchange has featured Aged Healthy, Wealthy & Wise on their Recommended Reading List. One of their Family Wealth selection, the book is the second from Chief Wealth Advisory Officer and author, Coventry Edwards-Pitt, CFA, CFP®, who applied the success-story format of her first book, Raised Healthy, Wealthy & Wise (2014), to one of today’s most pressing issues: how to age well, especially considering our increased longevity, and ensure that our later years have a positive impact on our families. The full list of recommendations is available at the Family Office Exchange website.
Learn more about the Healthy, Wealthy & Wise Collection.
Coventry Edwards-Pitt, CFA, CFP®, is the Chief Wealth Advisory Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She began her career at Goldman Sachs after graduating from Harvard University. Covie has been recognized as one of the “50 Most Influential Women in Private Wealth” (Private Asset Management 2016). Covie is also the author of Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way (2014). Since its publication, Covie has spoken at over 70 events for wealth owning families and their advisors, sharing the book’s key messages about what works when raising children amid wealth. She lives in the Boston area with her husband and daughter. Learn more about Coventry Edwards-Pitt.