This week we answer the difficult question that families very often have to answer "Are We Rich?"

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Happy New Year! We're kicking 2026 off by discussing the do's and don'ts of coaching calls, the importance of preparation, and how to take ownership of your growth journey.

Tune in for insights that will transform your approach to personal development.

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In our first holiday themed episode of The Family Wealth Edge, Sara E. Miller joins us for a pop culture discussion on the underlying themes in holiday movies, particularly Hallmark and Lifetime movies.

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Today Kristen Heaney and Vincent Valeri, MBM, FEA are discussing the best and worst things that can happen in family meetings.

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In this inspiring episode of The Family Wealth Edge, hosts Vincent and Kristen welcome entrepreneur and advisor Rebecca Brown, whose career spans Goldman Sachs, Columbia Business School, Shark Tank, and beyond. Rebecca shares her journey from Wall Street to founding Soulmates, an innovative shoe care brand, and her transition to guiding rising-generation entrepreneurs through Core Satellite Partners.

Together, they explore the intersection of entrepreneurship and family legacy, discussing how next-gen family members can find their own identity, leverage family capital responsibly, and learn through building. Rebecca and Kristen also introduce their upcoming Next-Gen Entrepreneurship Cohort, a seven-session program designed to equip participants with the confidence, tools, and community to turn ideas into viable ventures.

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In this episode of The Family Wealth Edge, we dive deep into the tension between spiritual and natural living — how overwork, wealth, and even imposter syndrome can pull us away from meaning.

Guest Chris Koenemann returns to unpack how families can build spiritual capital — the inner resource that helps us stay grounded, purposeful, and whole.

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In this episode of The Family Wealth Edge, Vincent and Kristen sit down with Chris Koenemann, a former Benedictine monk, Catholic priest, strategy consultant, and now family advisor, to explore one of the most overlooked yet transformative resources in families: spiritual capital.

Chris shares his extraordinary journey—from NASA consulting to monastery life, from writing The Grace of Nothingness to hiking 2,000 miles on the Appalachian Trail. Along the way, he discovered profound truths about identity, purpose, and what it means to thrive through life’s darkest nights of the soul.

Together, we unpack:

• What spiritual capital is and why it’s as essential as financial, social, and intellectual capital.
• How purpose and “the scoreboard” can either guide or derail us.
• Lessons from the monastery, conflict resolution, and the hero’s journey.
• How to help the next generation build resilience, character, and a sense of meaning beyond themselves.

Whether you’re a family business leader, inheritor, or simply someone searching for deeper meaning, this conversation will challenge the way you think about success, contribution, and identity.

📖 Chris’s book: The Grace of Nothingness
🌐 Learn more about Chris: https://www.chriskoenemann.com/

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This week we are discussing Purposeful Planning Institute's Rendezvous Event where advisors find more than insights - they find authentic spaces to grow, reflect, and build confidence alongside peers. Vincent Valeri, MBM, FEA, and Kristen Heaney explore why safe spaces and positive peer pressure are essential for both advisors and the families they serve.

Jim Grubman, Nathan Dungan, Lindsay Hardie, PhD, In Three Generations, LLC

Purposeful Planning Institute: https://purposefulplanninginstitute.com/

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