Jennifer Wines (https://x.com/jennifer__wines) is the Author of Invisible Wealth and a Certified Wealth Planning Advisor with novel insights into the evolution of wealth in our modern age. After many years spent at Goldman Sachs, JPMorgan and Fidelity, she observed that clients were reconceptualizing their definition of wealth (largely in part due to the standstill caused by the pandemic) and it set her off on a journey to further explore this question thoroughly. The result was the book Invisible Wealth where she sets out a framework for understanding wealth throughout history and evolving trends today, as well as the historic generational shift in wealth that is currently ongoing. This discussion provides a moment for reflection and consideration on what it really means to build wealth with value and according to our values.
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