Episode Summary |

In this episode, Emily Bouchard interviews Jennifer Wines, an attorney and author of 'Invisible Wealth.' They explore the evolving definition of wealth, emphasizing a holistic approach that includes values, experiences, and relationships. Jennifer introduces the five principles of invisible wealth, highlighting the importance of aligning one's values with their understanding of wealth. The conversation also delves into the significance of status, family dynamics, and the future of wealth management, advocating for a qualitative shift in the industry.

Chapters |

00:00 Introduction to Invisible Wealth

02:49 Defining Wealth: A Holistic Perspective

05:56 The Five Principles of Invisible Wealth

08:46 Experiential Wealth: The Shift from Things to Experiences

11:30 Understanding Values and Their Impact on Wealth

14:39 The Role of Status in Wealth and Identity

17:20 Navigating Wealth Transfer and Next Generation Challenges

25:44 Understanding Coherence: Individual and Relational

28:07 The Symphony of Family Dynamics

33:28 Navigating Comfort Zones and Learning

38:40 The Invisible Nature of Wealth

42:04 The Future of Wealth Management: A Qualitative Shift

Jennifer's Bio |

Jennifer has worked at top private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston, and a Certified Private Wealth Advisor© designation from Booth Business School in Chicago. With over a decade of experience working with ultra-high-net-worth (UHNW) individuals, and through thousands of client conversations, Jennifer noticed something: people are increasingly interested in wealth beyond the dollar. Inspired by this shift, Jennifer stepped away from the wealth management advisor seat in 2022 to research the axioms of wealth through a future-forward lens. It was through this exploration that she wrote the book Invisible Wealth, which offers a timely—yet timeless—redefinition of wealth. Now, through Invisible Wealth Consulting, Jennifer partners with individuals and institutions to usher in the next generation of wealth. She supports current and future wealth holders in navigating the rich complexities of self and wealth—because the new wealth paradigm extends far beyond money. ‍ Jennifer is a frequent speaker on Invisible Wealth and her 5 Principle framework. She’s spoken at organizations such as The Financial Times, JPMorgan Private Bank, Bernstein Private Wealth, and Microsoft. She also shares thought leadership through her Substack publication, which has thousands of subscribers. She is US based, with international reach.

Learn more about Jennifer Wines and Invisible Wealth \

Website: https://www.jenniferwines.com

Substack: https://jenniferwines.substack.com

Linkedin: https://www.linkedin.com/in/jenniferwines/

Book: Invisible Wealth

https://www.amazon.com/Invisible-Wealth-Principles-Redefining-Personal/dp/1394180535

Emily Bouchard's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/