Book Description

When a young inheritor announces that they have met "the one" - their chosen life partner whom they hope to marry - the wheels of the wealth advising industry whir into motion. Advisors recommend prenuptial agreements, and white papers offer best practices about how to "onboard" the new partner to the wealth-owning family's financial ecosystem.But amid all of this, there is a young couple in love. What does it feel like to be this young inheritor and their partner (for whom all of this is new and largely irrelevant)? How does it feel when the possibility that defines this tender time of life runs smack into the formal frameworks inherent in most wealth management ecosystems? And how can a young couple make it through with their love, partnership, and faith in each other not only intact but stronger on the other side?That is what this book is about. It's about the perspective of these young people who are rarely asked for their views by an industry that is employed largely by their parents' generation. And it is about how they have navigated the journey of forging a strong union and fulfilling life path with their chosen partner amid the complexities of inherited family wealth.This is the third book in the Healthy, Wealthy & Wise series by nationally recognized wealth advisor Coventry Edwards-Pitt, CFA, CFP®. The first, Raised Healthy, Wealthy & Wise (2014) focuses on helping parents to raise grounded children amid wealth, and the second, Aged Healthy, Wealthy & Wise, centers on how to design a vibrant later life and legacy. Covie's books live at the intersection of heart and wealth and share positive success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives.