Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Speaking Engagement: New England Women in Family Office Half Day Conference

09/23/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, recently spoke at the Fidelity New England Women in Family Office Half Day Conference. There she facilitated a discussion with attendees on how children develop a sense of self, and how parents can use this knowledge to help instill values.

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Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Author Spotlight podcast with Coventry Edwards-Pitt

07/16/2015

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.”

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Seattle Foundation, Coventry Edwards-Pitt, Ballentine Partners, Raised Healthy Wealthy & Wise, Next-Generation, Philanthropy

The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

05/14/2015

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

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Ballentine Partners logo

Bloomberg features Ballentine Partners and our tax-efficient investment strategy

02/09/2015

Several of the firm’s leaders discuss how taxes govern how we do everything and why tax efficiency is crucial.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

MarketWatch speaks with Covie Edwards-Pitt on passing on money lessons to children during the holidays

11/24/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, spoke with MarketWatch on money lessons in their article, “This Thanksgiving, share your family’s ‘money history’.”

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Elite Adviser

The Wall Street Journal features Covie Edwards-Pitt in “Elite Adviser: Be a Consultant to Wealthy Families”

10/16/2014

Coventry Edwards-Pitt, Chief Wealth Advisor Officer at Ballentine Partners, was featured as an elite adviser and talks with the Wall Street Journal about her career in fee-only advising and what brought her to Ballentine Partners.

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Color headshot of author Coventry Edwards-Pitt

Covie Edwards-Pitt blogs on Forbes.com about inheritance

09/15/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “4 Critical Skills Your Child Needs to Develop Before Inheriting Your Money.”

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Private Wealth interviews Covie Edwards-Pitt on preserving wealth across generations

07/11/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed by Private Wealth in “When Wealth Is Fleeting.”

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Coventry Edwards-Pitt blogs on Forbes.com about 3 Life Lessons Only a Real Summer Job Can Teach Your Teen

06/25/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “Minimum Wage, Maximum Values.”

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Raised Healthy Wealthy and Wise

Coventry Edwards-Pitt releases new book “Raised Healthy, Wealthy & Wise”

06/09/2014

Surprisingly wealth can make parenting harder, not easier. Learn from successful inheritors how their families got it right in Covie’s new book “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.”

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