Derek Jensen sits down with Covie Edwards Pitt, author and the creative director of Balentine Partners and the founding director of Balentine's Center for Family Wellbeing. They discuss Covie’s book series 'Healthy, Wealthy, and Wise,' touching on Wealth 3.0 and how best practices in wealth advisory translate to real life.
Covie shares the important lessons learned from her book series — the complexities of nurturing children amid newfound wealth, the role of spousal partnerships in managing family wealth, and building inclusive, meaningful family traditions that can transcend generations.
Check out Covie’s ‘Healthy, Wealthy and Wise’ collection: https://www.healthywealthywisecollection.com/raised
Learn more about Who Gets What?: https://whogetswhat.fm/
This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.
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