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Family Well-being Insights

Coventry Edwards-Pitt speaks on The Purpose of Wealth Podcast

Host Narelle Hooper speaks with Coventry Edwards-Pitt, Director of The Ballentine Partners Center for Family Well-being, about confronting the complexities of new love and the family, and what her 10 years of research reveals about how to help a new partner in the family feel truly welcome. Learn more about the surprising benefits of a […]

February 14, 2025

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.

May 1, 2024

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

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

Engaged Healthy, Wealthy & Wise: Lessons from inheritors and their significant others

Engaged Healthy, Wealthy & Wise is the third book in the series and highlights stories of inheritors and their significant others who have successfully navigated love and family wealth to forge their own joint path. When a young inheritor announces that they have met “the one” – their chosen life partner whom they hope to marry […]

February 14, 2023

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

Talking positively about Aging with Family Wealth Report

Coventry Edwards-Pitt spoke with Joe Reilly about her book Aged Healthy, Wealthy & Wise.

July 29, 2019

Aged Healthy, Wealthy & Wise: Using longevity to your advantage – best practices from vibrant and engaged elders

The second in the series, Aged Healthy, Wealthy & Wise, centers on how to design a vibrant later life and legacy. There is much about aging that we can’t control. But there is much more that we can. Author Coventry Edwards-Pitt, CFA, CFP® applies the success-story format of her highly acclaimed first book, Raised Healthy, […]

January 1, 2017

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

Raised Healthy, Wealthy & Wise: Raising productive and motivated children in an age of abundance

The first in a three-book series, Raised Healthy, Wealthy & Wise focuses on helping parents to raise grounded children amid wealth. At a certain level of wealth, money makes parenting harder, not easier. Raised Healthy, Wealthy & Wise breaks new ground in the field of raising children amid wealth by hearing from the success stories: real-life […]

January 1, 2014