Nov 12, 2019
Kristen Heaney is a Wealth Legacy Coach and Consultant with Legacy Capitals, where she serves financially successful families and their advisors. Kristin is the author of In Three Generations: A Story About Family, Wealth, and Beating the Odds, a fictional family leadership story. She has a passion for helping wealthy families, influenced by her own experience of becoming an unprepared inheritor at an early age. Kristen has a Master’s degree in Social Work from the University of Michigan and has a Board Certified Coaching credential and Family Wealth Advising certificate from the Family Firm Institute.
Kristen joins me today to share how to prepare a lasting legacy through conversation on capital values, such as wealth, human, and spiritual values. She reveals the motivation behind writing the book with a fictitious story that demonstrates the conversations we need to have with family, on wealth and values. Kristen also shares how each chapter raises reflective questions and the help and resources available at Legacy Capitals.
“There is a lot of conversation to have, much of it having nothing to do with figures, such as the values and purpose about what this wealth should accomplish.” - Kristen Heaney
Today on I’m A Millionaire...So, Now What:
Kristen Heaney’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:
Connect with Kristen Heaney:
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