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. She works as a coach, facilitator, and senior team member on the Legacy Capitals’ team.
Kristen’s training includes a Masters in Social Work from the University of Michigan, a Board Certified Coaching credential, and an advanced 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. Her latest book, The Super Special Altogether Ordinary Day is a beautifully illustrated children’s book that reminds us that our legacy is made of small meaningful moments with those we love. Kristen currently lives with her family in South FL and enjoys being active outdoors in her free time.