Kristen Heaney
Founder of In Three Generations who provides coaching, peer groups, and consulting to affluent and business-owning families navigating multi-generational wealth and succession.
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Mar 18, 2026 • 40min
The Leading Generation’s Role in Preparing What Comes Next
Celine Fitzgerald, a third-generation family member turned coach and philanthropic leader, and Kristen Heaney, founder of In Three Generations, who coaches families on multi-generational wealth. They discuss how current stewards can create transparency, define roles, and educate rising family members. Short practical steps, storytelling, and community are highlighted to prepare smooth leadership transitions.
