PREPARING THE NEXT GENERATION FOR THE RESPONSIBILITY OF WEALTH
You have prepared the capital. Have you prepared your kids for what wealth will ask of them?
At the heart of this work is one question: Will this wealth be a source of connection or conflict?
Susan Weingartner, Founder & Legacy Advisor
A confidential 30-minute conversation with Susan.
The families who come to this work aren’t only worried about the plan.
They're worried about their kids.
Often, it is one parent or family leader who has quietly held much of the family together. They can feel that the next chapter will ask something different of everyone.
Sometimes a trust distribution, inheritance, liquidity event, business transition, or foundation decision is near. Sometimes nothing is imminent. A parent simply wants to begin preparing the next generation before the decisions are already in front of them.
WHERE WEINGARTNER LEGACY CO. FITS
A financial plan can be technically sound and still leave a family unprepared for the responsibilities it creates.
Your wealth advisor manages the capital. Your attorney creates the legal structures. Your CPA addresses the tax. Weingartner Legacy Co. prepares the people who must navigate the human work those plans create: family dynamics, readiness, expectations, responsibility, and the conversations that need to happen before consequential decisions are made.
This work complements what your other advisors have already built. It does not replace it.
LED BY SUSAN WEINGARTNER, CAIA
Legacy Advisor, Founder, Former CEO
Susan’s work draws on more than 25 years across business, capital, family, and purpose, combined with lived experience navigating family enterprise, ownership transitions, and renewal. She helps families see clearly across all of it, and determine what needs attention first.
“Most families prepare the capital. I prepare the people.”
HOW SUSAN WORKS
The human conversations behind the financial plan.
Wealth changes expectations, relationships, identity, responsibility, and family dynamics.
Susan helps families build the shared understanding needed to make thoughtful decisions, strengthen trust, prepare the next generation, and carry wealth forward with intention.
3-minute excerpt from a Microsoft Alumni Network conversation about preparing families for wealth.
How Family Advisory Works
Family Advisory is a structured, private engagement. We surface what is unspoken, build shared understanding, and align values, expectations, and responsibility across generations.
Family Advisory is grounded in the Living Legacy Framework, which recognizes that a family carries forward more than financial capital: identity, relationships, well-being, purpose, and a shared understanding of what wealth is for.
The work culminates in a Living Legacy Family Charter that captures where the family is aligned, where tension or unanswered questions remain, and a framework for future decisions as wealth and leadership transition over time.
CLIENT CASE STUDY
From Unspoken Assumptions to Shared Clarity
One family entered this work concerned about how to prepare their children for responsibility without creating dependence, entitlement, or resentment. What surprised them most was discovering how aligned they already were once the right conversations finally had space to emerge.
Who this Work is For
Family leaders preparing for a transition
Parents preparing their kids for wealth and responsibility
Families navigating inheritance, liquidity, business ownership, or philanthropy
Women stepping into greater responsibility
Next generation family members finding their own relationship to wealth
Advisors
Our work is often conducted in collaboration with family offices, wealth advisors, and legal counsel.
The Questions Families Bring
How do we prepare the next generation for stewardship without creating entitlement?
How much should our children know about the family's wealth and when?
How will responsibility be shared as wealth transitions across generations?
How do we navigate differing expectations within the family?
What do we want this wealth to make possible for our family and beyond?
The questions that matter most are rarely only financial.
Begin the Conversation
If you are thinking about what your family needs now, or want to prepare for what may be ahead, I invite you to begin a private conversation.
A confidential, 30-minute conversation with Susan.