Continuity Family Business Consulting

Missed our recent webinar? The recording is now available.

Wealth can bring opportunity and connection, but it can also raise questions that no estate plan is designed to answer — questions about identity, purpose, and what it means to live well alongside significant resources.

In this session hosted by Family Business Magazine, our own Doug Baumoel and Shay Harris-Pierre, PhD, LPC, CFT introduced Wealth Integration: a structured process for aligning a family's financial life with its identity, relationships, and sense of purpose.

A new lens worth exploring — for family members and advisors alike.

▶️ Watch the recording: https://continuityfbc.com/wealth-integration-webinar

Webinar: Aligning Family Health with Family Wealth Learn how enterprising families can align their wealth with identity, purpose, and relationships—so the family directs the wealth, not the other way around.

When wealth enters a family, it rarely stays neutral. It magnifies what's already there: the relationships, the expectations, the unspoken rules about who gets to be who.

Continuity's Dr. Shay Harris-Pierre recently joined Cory Gagnon of the Legacy Builders podcast to talk about what it takes for individuals to develop a healthy sense of self inside a family of wealth, why so many parents accidentally create the entitlement they're trying to prevent, and the two questions every enterprising family should be asking together.

A thoughtful listen for anyone working with, or inside, a family navigating shared wealth.

🎧 Listen here: https://continuityfbc.com/where-wealth-meets-identity-podcast

Understanding How Wealth Shapes Identity & Family Dynamics Dr. Shay Harris-Pierre joins Cory Gagnon on the Legacy Builders podcast to explore how identity, autonomy, and wealth integration shape enterprising families.