About Susan

I have spent my life at the intersection of wealth, purpose, family, and transition.

My path into this work began with a foundation in psychology and early work with vulnerable communities, including homeless adults, at-risk youth, and rural communities through the Peace Corps. Those experiences shaped how I understand human behavior, identity, resilience, and what people carry beneath the surface.

That work eventually led me into philanthropy, impact investing, sustainable real estate, capital markets, and family wealth, where I found myself asking the same questions about purpose, responsibility, and stewardship.

As the daughter of a wealth advisor, participant in multiple family enterprise transitions, and founder of a family enterprise, I have experienced firsthand how wealth, leadership, responsibility, and identity evolve across generations.

I have witnessed succession and transition from multiple perspectives: as a daughter, founder, business owner, parent, investor, and advisor. These experiences shaped my understanding that successful transitions require more than legal structures and financial plans. They require conversations that help families navigate change while preserving trust, purpose, and connection.

Over time, I came to believe that the greatest challenges facing families are rarely financial.

They are human.

• How do we prepare the next generation for responsibility?

• How do we transfer stewardship, not just assets?

• How do we preserve relationships alongside wealth?

• How do we align capital with purpose?

These questions ultimately led me to found Weingartner Legacy Co.

What Makes My Perspective Different

Many family legacy advisors have studied wealth.

I have created it, raised it, deployed it, governed it, and navigated the transitions that shape how it is carried forward across generations.

Many have observed family enterprise.

I have lived it from multiple perspectives: growing up in a wealth advisory family, witnessing succession and ownership transitions, helping build a family enterprise, and navigating the complexities that arise when family, business, and identity intersect.

Many understand succession conceptually.

I have lived the identity shifts that accompany leadership, ownership, inheritance, loss, renewal, and changing responsibility across generations.

Many talk about systems.

I have spent three decades working inside them: homelessness, international development, philanthropy, capital markets, sustainable real estate, family enterprise, and family systems.

I don't just facilitate conversations.

I look for the patterns beneath them.

What I Learned From My Father

My father spent 33 years as a wealth advisor.

It was only after his passing, through the stories people shared, that I fully understood the depth of trust families placed in him.

His work showed me that wealth advising is about far more than money.

At its best, it is about helping families navigate responsibility, uncertainty, relationships, and important decisions during moments that carry generational weight.

That lesson continues to shape my work today.