Coventry Edwards-Pitt is the author of Engaged Healthy Wealthy and Wise, and we will be talking about the challenges of inheritors in love and marriage, self-actualization, the stumbling block of prenuptial agreements, and the desire to break free from the constraints of onerous wealth management infrastructures.
Covie is a Partner and the Chief Creative Officer of Ballentine Partners in Boston. She is the author of three excellent books based on extensive interviews with the wealthy. Raised Healthy Wealthy and Wise covered raising children, Aged Healthy Wealthy and Wise focused on vibrancy in later life, and today we are talking about Engaged Healthy Wealthy and Wise, where she explores love and marriage. Covie is a graduate of Harvard and was Chief of Staff of Goldman Sachs Global Manager Strategies Group as well as the leader of her own financial advisory firm before joining Ballentine Partners. Covie is a CFA charter holder, a trained opera singer, and a pianist; a member of the Women Presidents’ Organization and the Collaboration for Family Flourishing.
Please note: This podcast is for informational and educational purposes only, and should not be relied upon as a basis for investment or legal decisions. All opinions expressed by guests on this show are solely their own opinion and do not necessarily reflect that of their firms. A manager's appearance on the show does not constitute an endorsement or investment recommendation from the podcast host or his firm.
ORDER THE BOOK: https://amzn.to/3XlP8yq
COVIE BIO: https://ballentinepartners.com/team_member/coventry-edwards-pitt/
BOOK: Raised Healthy Wealthy and Wise: https://amzn.to/3guI2Hb
BOOK: Aged Healthy Wealthy and Wise: https://amzn.to/3GF8msN
Joe Reilly is a family office consultant and the host of the Private Capital Podcast and the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501
