About Us
Everyone has a unique journey. We hope to learn more about yours in the future, but in the meantime here's a bit about us.
In 3 Generations Overview
At In 3 Generations, we provide education and coaching for individuals with significant financial means, equipping those in both the leading and rising generations with the knowledge, skills, and confidence to navigate wealth with purpose and intention. Through expert coaching, engaging resources, and virtual peer learning experiences, we empower people to embrace their wealth stewardship roles in a way that incorporates their unique story, skills, and strengths, While there are many complexities amidst wealth, participants of our programs build the confidence to steward their wealth AND well-being in a way that increases the likelihood that their lives will leave a beneficial impact on their families and on the world...in 3 generations.
And something unique about us...all of our coaches have completed ICF-accredited coach training AND they all have a unique experience of their own being part of a financially-successful family.
HELLO THERE!
I'm Kristen Heaney
In addition to being the Founder of In Three Generations, and Lead for our Peer Group team, I also do individual coaching, and some limited consulting to affluent and business-owning families who are tackling development goals across generations. As an inheritor myself, I know that there are countless complexities that come along with the blessings of success. I love helping each of my clients sort through all of this and thrive on their own unique path!
Florida is home for me, and I love being active outdoors and spending time with my husband and sons, and our two goofy dogs, Wyatt and Peyton.
NICE TO MEET YOU!
I'm Celine Fitzgerald
As a G3 member of a successful family, I've helped my family build out their family office and have taken a lead role in our philanthropic efforts.
My education includes a degree in Business Administration from Fordham University and an MBA from Loyola University Chicago, but an internship at the Loyola Family Business Center, under the directorship of Anne Smart, shifted the direction of my career.
After being a participant in the very first RisingGen Cohort, it all came together and I became trained as a coach to serve people from families like mine. In particular, I have a deep passion to empower, educate, and coach rising generation family members.
Celine resides in Chicago, IL with her husband and growing family.
A QUIET HELLO
From our coaches who prefer to be anonymous!
As you know all of our peer group coaches are from successful and/or business-owning families and, because of that, some of them prefer keeping a low profile online.
Why We Do It
Many people do not even realize that individual and family coaching is a growing part of the financial industry, especially for families with complexities due to substantial wealth or family business.
We are passionate about helping individuals and families bring greater strategy to, not only the growth of their financial capital, but also the development of other less tangible capital, like family connectedness, personal identity and empowerment and even fun.
"Through the Rising Gen Scholars Program, I have been able to build a strong foundation in technical knowledge and feel intimately acquainted with the nuances of trusts, taxes and estate planning. I am much more confident interacting with advisors and lawyers now and have been able to add value in meetings I previously felt intimidated by. I found the group calls insightful and good for accountability to stay on track with the material!”
- A RisingGen Scholars Participant
"Having the ability to speak openly about things that I have only previously ever been able to talk to my family about was so refreshing. In addition to this, the cohort has provided me with a general confidence about my role in my family and now I have more skills to take with me into the future when I encounter difficult family situations. However, perhaps the most significant change in me is that my sense of guilt around being born into a family with substantial resources has decreased significantly."
- A RisingGen Cohort Participant
"The cohort taught me that the more resources and other people who are in family enterprises that we are exposed to, the more we can learn new ways to be effective and make progress."
- A RisingGen Cohort Participant
CHECK OUT KRISTEN'S BOOKS
In Three Generations
When Jim Hannigan, a successful business owner, receives a terminal cancer diagnosis just days before his 50th birthday, he fears his young adult children, Campbell and Cole, are unprepared to handle the business and substantial financial capital they will inherit. With the help of Lane Brock, a Legacy Consultant, Jim scrambles to get his affairs in order and make the most of his remaining time. Jim is disheartened to learn that the old adage, “shirtsleeves to shirtsleeves in three generations,” reflects the reality that 90% of inherited wealth does not survive the third generation. Will the family’s work with Lane be enough to ensure Jim’s legacy will beat the odds and leave a lasting impact for generations? Readers of this family leadership fable will find themselves engaged in the fictional story of the Hannigan family, while simultaneously considering their own legacy and family. With discussion questions at the end of each chapter, this book offers readers the unique opportunity to engage in the development journey alongside its very relatable characters
Find it on Amazon
The Super Special, Altogether Ordinary Day
A young boy and his grandmother take a walk in the woods and share simple, but powerful, moments of familial connection as they explore nature together. Grandparents and their grandchildren will enjoy this beautifully illustrated book about the beauty of nature, while having some fun hunting for alliteration woven in through the story.
Find it on Amazon