Kristen Heaney is a Wealth Legacy Coach and Consultant serving successful families and their advisors. Her passion for this work is colored by her own experience of being a young and unprepared inheritor after her father’s early death.

Kristen’s training includes a Masters in Social Work from the University of Michigan, a Board Certified Coaching credential, and a certificate in Family Wealth Advising from the Family Firm Institute.

Her book, In Three Generations: A Story About Family, Wealth, and Beating the Odds, offers a great starting point for those considering a more purposeful approach to handling family wealth. Born and raised in Metro Detroit, she currently lives with her family in South FL.