Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21)
Are you navigating the complexities of wealth and love?
Dive into a captivating exploration with The Rainbow Bull as Tim Volk, Kristen Olivieri, Editor at Crain Currency, and Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer at Ballentine Partners, LLC, unravel the intriguing dynamics of relationships when wealth is in play. Discover insights and anecdotes that challenge and inspire, making each episode a must-listen journey through the intersections of heart, wealth, and personal growth.
The trio unfurls a tapestry of topics crucial for those entwined in the world of wealth and relationships, including:
- The unique dynamics and considerations when dating across different wealth backgrounds
- How values, family, and personal identity interact with financial abundance in relationships
- Strategies for managing and discussing wealth within a partnership, ensuring transparency and understanding
- The impact of wealth on personal development, self-perception, and the quest for authenticity in love
Tune in for an enriching conversation that promises to deepen your understanding of love, legacy, and financial wisdom through the lens of diverse, enriching experiences.
Resources:
- Living Healthy, Wealthy & Wise: Navigating three stages of life and multigenerational wealth by Coventry Edwards-Pitt
- The White Lotus
- My Big Fat Greek Wedding 3
- Love is Blind
- The Bachelor
Connect with Tim Volk:
- T. Volk & Company
- LinkedIn: T. Volk & Company
- LinkedIn: Tim Volk
- tim.volk@tvolkco.com
- Phone: 312-636-5855
Connect with Kristen Oliveri:
Connect with Coventry Edwards-Pitt:
- Ballentine Partners
- Healthy Wealthy Wise Collection
- LinkedIn: Coventry Edwards-Pitt
- covie@healthywealthywisecollection.com
About our Guests:
Kristen Oliveri
Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events.
Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics.
Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva.
Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries.
Coventry Edwards-Pitt
Recognized as one of the “Top 50 Most Influential Women in Private Wealth” and one of the “Top 50 Women in Wealth Management,” Covie is a Partner and the Chief Creative Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 19 years ago. Covie was pre-med in college, and was drawn to the wealth management industry by her desire to help people–to help them navigate a complex, noisy, often conflicted financial world and implement strategies that weren’t just financially sophisticated but also emotionally relevant.
Covie is the author of the Healthy, Wealthy & Wise Collection, a 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 wealth, the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy, and the third, Engaged Healthy, Wealthy & Wise (2023), offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.
Covie’s books live at the intersection of heart and wealth. She has spoken at over 150 events for wealth-owning families and their advisors and consults to individuals about how to implement the books’ strategies in their own families. She lives in the Boston area with her husband and daughter.
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