Serious Coin
Serious Coin
Kelly Willis Green
Inside the World of Inherited Wealth with Christina Sorbara
31 minutes Posted Mar 27, 2024 at 4:00 am.
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Ever wonder what it’s like to grow up third or fourth generation in a wealthy family?  

There is privilege. Often pressure. Certain expectations and, sometimes, judgement. And how do you not be the generation that screws it up?

In this episode, we’re talking with the turning point where she learned to advocate for herself in the family business, the “baggage” she carries, what she’s doing to prepare the fourth generation and how Taylor Swift became part of a money talk with her kids.


Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.


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