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Coventry (Covie) Edwards-Pitt

Partner and Chief Wealth Advisory Officer, Ballentine Partners; author of Raised Healthy, Wealthy & Wise

On the show

Episode 7 · 1 hr

Raised Healthy, Wealthy & Wise

Watching a child struggle can feel like torture to a parent. Covie Edwards-Pitt on why grown children remember the same struggle with pride.

Key ideas and show notes →

The Business Family Diagnostic · Rising gen

Sit on your hands.

Covie has heard grown children describe the struggle their parents found hardest to watch as the thing they're proudest of. Do the young people in your family take on real responsibility suited to their age?

One of the three Rising gen statements. How true is it for your family?
“The next generation has a clear path to understanding what it will own, whatever role each person chooses.”
See where you stand

Biography

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.

Covie is the author of a two-book series based on interviews that highlight success stories of family wealth: the first, Raised Healthy, Wealthy & Wise (2014), focuses on raising children to be grounded and successful adults amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.

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