Episode 12

A New Partner in the Family?

Purpose of Wealth Podcast

About the episode

In this episode, we confront the complexities of new love and the family, and what can happen when a clash of ideals turns a love match into a battle for control.

Our guest, Coventry Edwards-Pitt says we need to flip our thinking.

Covie is Chief Creative Officer & Founder and Director of The Center for Family Well-being at Ballentine Partners in Boston and has spent 25 years in the wealth advising industry. She’s the author of the Healthy, Wealthy & Wise Collection of books and after a decade’s worth of research and conversations on success, what Covie has to say is provocative.

Listen in to hear why considering human risk is as important as financial risk, the surprising benefits of a “mouth shut, mind open” attitude, and why sometimes you’ve just gotta pretend you like modern art for the greater good of the family.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at purposeofwealth@mutualtrust.com.au

Featuring

Narelle Hooper - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Coventry Edward-Pitt - Guest

Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners where she is responsible for the development and management of the firm’s family education, family governance, and philanthropic offerings. Covie also leads several of the firm’s large family client engagements and specializes in helping her clients manage the impact of their wealth and ensure that their wealth management strategy reflects their families’ values and goals.