Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke to Financial Advisor IQ about how advisors can help their clients plan for aging. Advisors have the opportunity to help clients help themselves before cognitive decline takes away their ability to advocate for themselves.
“I feel like our work as advisors is really about family harmony and the quality of lives that our clients will have. And this whole issue of aging is so related to the level of family harmony that will exist or not.”
Watch the interview and read the transcript at Financial Advisor IQ.
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.
