An inheritance is a complex legacy that can profoundly impact your life in unexpected ways. While it represents a significant financial opportunity, it often carries emotional weight and conflicting feelings.
Most inheritors experience a mix of both opportunity and challenge. The key lies in navigating this duality with mindfulness and purpose. We provide a confidential space for inheritors to work through common concerns:
Joining a high net-worth family through marriage is akin to immersing yourself in a new culture with its own set of norms, expectations, and challenges. While love may have brought you together, financial diversity can create unique hurdles that require thoughtful navigation.
Money matters can significantly impact even the strongest partnerships. When left unaddressed, issues related to money and power can erode intimacy, trust, and overall relationship satisfaction.
With the right approach, couples can transform these challenges into opportunities for growth and deeper connection.
Our tools and expertise will help you define your needs, set boundaries, and improve communication, opening new doors to a thriving relationship.
Significant financial resources can magnify both the opportunities and challenges that all families face. While each family’s journey is unique, those with substantial financial wealth often encounter common dynamics and core issues that require thoughtful navigation.
Couple in career shift crisis:
“We started working with Jamie and Evan through a major career shift, and it’s absolutely changed our marriage and our lives. Learning how to be open and honest with both each other and ourselves about uncomfortable things, particularly money, has brought us so much closer as a couple. Our goals are clearer, our time together has become more intimate, and our disagreements are actually productive rather than toxic.”
Married-in client seeking transformation
“From the moment I began my journey with Evan, I knew I had found not just a coach but a true ally in my pursuit of personal growth. Evan’s empathy, kindness, and deep understanding create a space where I feel comfortable to share and to reflect, and I attribute much of the personal growth I’ve experienced over the past year to our ongoing coaching sessions. Evan listens intently and intuitively, ensuring that I am heard and validated, and he poses questions that encourage me to explore my thoughts and feelings from a deeper and richer perspective. For anyone seeking a transformative coaching experience, Evan is the epitome of excellence.”
Financially diverse couple’s reflections
“Working with Jamie has been a game changer for my husband and me. She is able to skillfully and sensitively identify themes and make connections that we ourselves have never made before. Jamie has a huge heart and the work has been truly transformational.”
“Working with Jamie has helped my wife and I have conversations we have wanted to have for years, but we have both felt too distracted by our parts to pull off. Seeing and recognizing these parts of our relationship has helped us find ourselves and each other.”
Inheritor who found healing
“I wanted to let you know how thankful I am that you are my coach. You have been this guiding light, helping me think through issues that I have nowhere else to discuss. Thank you for helping me heal and grow, and thank you for being such an important part of my life.”
For over two decades, the Wealth Legacy Group has been a trusted partner for individuals, couples, and affluent families seeking to navigate the complex landscape of wealth. Jamie and Evan Traeger-Muney bring a unique blend of expertise to their work, combining their extensive backgrounds in psychology, coaching, business ownership, and philanthropy.
With our guidance, you’ll gain the tools and insights needed to harness your full potential. Let us help you write the next chapter of your story – one that reflects your values, achieves your goals, and leaves a lasting legacy for generations to come.
Founding Partner
“I feel honored to provide a safe place for clients to explore the taboo subjects of money, wealth, and privilege. Within the first 15 minutes of working with a new client, I invariably hear, ‘I am so happy to have found you, I have nowhere else to talk about this.'”
“It is so empowering to allow ourselves to simply be who we are at our core and not who we think others want us to be. I love to help clients discover and own that sense of self in order to deepen and build more authentic relationships with others.”
Articles & Resources
Financially diverse couples, in which the wife is an inheritor, face a unique set of challenges. This kind of partnership, when the wife comes to the marriage with significantly more money than her husband, can be very difficult. It can challenge all sorts of gender norms for power and influence in relationships.
Explore the research
By: Dennis T. Jaffe Ph.D., Isabelle Lescent-Giles Ph.D., Jamie Traeger-Muney Ph.D.
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By: Dennis T. Jaffe Ph.D. featuring 2 chapters co-authored by Jamie Traeger-Muney Ph.D.
Buy on Amazon