Chief Wealth Advisory Officer and author, Coventry Edwards-Pitt, CFA, CFP®, was interviewed for New York Times’ article “Here’s How to Maintain Peace Among Your Heirs”. Inheritances should be a blessing, but if not established correctly can lead to confusion and struggles between siblings. The article outlines several potential pitfalls and ways to avoid them, with Covie speaking on how clear guidance from parents can mitigate these risks, if the parents have the foresight to provide it.

Read the full article in The New York Times.

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.