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Living Healthy, Wealthy & Wise: Navigating three stages of life and multigenerational wealth

The firm’s Healthy, Wealthy & Wise Collection is a 10-year research initiative and three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid […]

March 12, 2024

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Podcasts

Coventry Edwards-Pitt speaks on The Rainbow Bull Podcast

Host Tim Volk speaks with Coventry Edwards-Pitt, our Chief Creative Officer, along with Crain Currency’s Kristen Oliveri, about navigating the dynamics of relationships when wealth is in play. Listen to the podcast here. Disclosure Information: This presentation is intended for educational purposes only. The Ballentine Partners employee was a guest for this podcast and not compensated […]

May 1, 2024

Coventry Edwards-Pitt speaks on FOXCast Series: Nurturing Healthy, Wealthy & Wise Rising Gen Members

Host Peter Moustakerski speaks with Coventry Edwards-Pitt about what she has learned through working with families looking to prepare their next generation to be good stewards of wealth. She shares insights from her research into the discrepancy between what parents want and what their children need, and discusses practical tools and approaches to manage that […]

March 12, 2024

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

Ballentine Broadcast, Conversations on Black Wealth, was a finalist at this year’s Advisor Podcast Awards

Conversations on Black Wealth, a podcast hosted by Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, was a finalist at this year’s Advisor Podcast Awards.

June 27, 2022

Will Tickle and Sheila Lawrence recently featured on the podcast Better Money, Better World

Featured on the Better Money, Better World podcast, Will Tickle, CFA, and Sheila Lawrence, MALD, CFP®, CAP®, discuss multi-generational wealth values, such as raising children who are grounded, engaged, and empowered to use their resources toward goals for the family, community, and society.

June 24, 2022

Coventry Edwards-Pitt, CFA, CFP®, featured on Beyond the Balance Sheet podcast

Covie Edwards-Pitt was a a featured guest speaker on the Beyond the Balance Sheet podcast hosted by Diana Clark and Arden O'Conner.

June 11, 2021

Coventry Edwards-Pitt, CFA, CFP®, featured on The Business of Family Podcast

Covie Edwards-Pitt was featured on Mike Boyd’s podcast, The Business of Family. Listen in as host Mike Boyd and Covie Edwards-Pitt discuss passing knowledge, resources, values, and wealth to the next generation.

September 14, 2020

Coventry Edwards-Pitt featured on Effective Family Office Podcast

Hosted by Angelo Robles, Covie Edwards-Pitt was the featured guest speaker on the podcast episode titled, “Longevity is a Gift, Only If You Know How to Use It,” where she shared stories and insights on aging from her book Aged Healthy, Wealthy & Wise.

January 22, 2020

Author Spotlight podcast with Coventry Edwards-Pitt

Mike Consol of Real Assets Adviser interviewed Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, in their Author Spotlight on her book, “Raised Healthy, Wealthy & Wise.”

July 16, 2015