In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep understanding of family wealth challenges, bridging the gap between gratitude and burden while helping families navigate the complexities of wealth preservation and transition. Together, we explore what it takes to honour legacy while fostering individual expression, touching on unconscious behaviors, stewardship responsibilities, and what it means to redefine success across generations in wealth, family, and life.

Throughout our conversation, Kristen challenges the belief that everyone must follow the same path to success within wealthy families. She shares why lasting fulfillment requires breaking free from unwritten rules and self-imposed pressures, emphasizing the courage to move beyond patterns of expectation that keep families stuck in cycles of obligation rather than authentic connection.

Tune in to discover how intentional family governance, role clarity, and balanced frameworks can unlock your family's potential to honor collective purpose while preserving personal autonomy across generations.

About Kristen Heaney

Kristen Heaney, Founder & Coach of In Three Generations, LLC, is a Coach and Consultant to financially successful families and individuals who guides clients through the complex landscape of wealth and its associated challenges. Having lost her business-owning father to cancer at 21, she brings profound understanding to helping clients thrive amidst their success while managing the unique burdens that arise.

As both an "unprepared inheritor in recovery" and Consultant and Instructor to professional advisors serving wealthy families, Kristen specializes in authentic connection and understanding unique family needs. Her proven approach helps clients implement effective strategies for managing wealth challenges while maintaining deep relationships across generations.

Author of "In Three Generations: A Story about Family, Wealth, and Beating the Odds" and the children's book "The Super Special, Altogether Ordinary Day," Kristen creates inspirational content for those navigating unique struggles and intense celebrations. Her passion centers on helping successful individuals discover gratitude and purpose in their awesome work and relationships.

Resources discussed in this episode:

• www.in3generations.com
• The Quest for Legitimacy by Jamie Weiner

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

• Website: BeaconFamilyOffice.com
• LinkedIn: Cory Gagnon
• LinkedIn: Beacon Family Office
• Email: beaconfamilyoffice@assante.com

Contact Kristen Heaney | In Three Generations LLC:

• Website: in3generations.com
• LinkedIn: Kristen Heaney
• Instagram: @in3generations
• Email: coach@in3generations.com

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

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