Family Well-being

Family Well-being through proactive guidance and intentional action

We often hear from our clients that the most meaningful aspect of our work with them involves their family. Our team is attuned to the considerable influences that wealth can have on parenting, child development, and family dynamics. We work closely with each client to help them harness wealth as a positive force in their lives and to structure plans and circumstances that foster each family member’s well-being.

For families sharing businesses, investment management, or philanthropic enterprises, we have extensive experience in helping family members work together to govern shared endeavors. We are adept at helping families uncover and align around common goals and shared long-term visions.

The Center for Family Well-being

The firm’s Center for Family Well-being was established to further the understanding of and adoption within the wealth management arena of the counterintuitive lessons that our firm’s 10-year research effort has revealed about how to foster true family success amid multigenerational wealth. The Center is founded on the core tenet that financial abundance should harmonize with the values and relationships that matter most in life and that industry best practices are only that when they truly enhance not just wealth preservation but also family well-being.

Learn more about the Healthy, Wealthy & Wise Collection here

Grounded in the research that brought our “Healthy, Wealthy & Wise” 3 book collection to life, The Center is dedicated to enriching lives by prioritizing the human impact of wealth management, emphasizing that true wealth includes personal and family well-being. We believe that this philosophy should be at the core of the advice we provide our client families, and The Center equips our client advisors with the skills, knowledge, and tools to put this philosophy into practice.

Leading The Ballentine Partners Center for Family Well-being are Coventry Edwards-Pitt, CFA, CFP^®, Founder and Director, and Alexys Febonio, Associate Director. The client work related to The Center is supported by our in-house team of 50 trained client advisors.

Please see important disclosures and limitations here.

Meet the team

Our team is attuned to the many and varied influences that wealth may have on parenting, child development, and family dynamics more broadly.

The whole team

Coventry Edwards-Pitt

CFA, CFP®

Chief Creative Officer & Founder and Director of The Center for Family Well-being

Emily Cashman

Partner & Senior Client Advisor

Alexys Febonio

Wealth Planner & Associate Director of The Center for Family Well-being

Elliot Rotstein

CAP®

Partner & Senior Client Advisor

Alexa Steriti Carbone

MBA

Chief of Staff

Drew McMorrow

MBA, CFP®

President & CEO

Recent Insights

All Insights

Coventry Edwards-Pitt featured on LET’S TALK Family Enterprise Podcast with Steve Legler
Host Steve Legler speaks with Coventry Edwards-Pitt about her third book, Engaged Healthy, Wealthy & Wise, which tells the true stories of wealth inheritors and their significant others, and how they navigated the situations surrounding the prenuptial agreements they were asked to sign by the family’s well-meaning advisors.
February 16, 2023
A New Start: Celebrity Divorces and Crafting a Post-Marriage Life
If you’ve been through a divorce recently and are facing these daunting tasks, what can you learn from the experiences of others that can help as you start to rebuild and craft your new life post-divorce?
June 11, 2021
Coventry Edwards-Pitt releases new Book “Engaged Healthy, Wealthy & Wise”
Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her previous books, Raised Healthy, Wealthy & Wise (2014), and Aged Healthy, Wealthy & Wise (2017) to her newest book Engaged Healthy, Wealthy & Wise, which offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.
February 14, 2023

Family Well-being