Family Advisory
Prepare your family for what this wealth will ask of it, not only what it provides.
At the center of this work is one question: Will this wealth be a source of connection or conflict?
A confidential 30-minute conversation with Susan.
Families come to Family Advisory at very different moments.
Your children are just beginning to take on responsibility, as heirs, as future stewards, or as adults learning what this wealth will ask of them.
You are the parent or family leader who has quietly carried much of this, and you are ready for a more intentional, shared way forward.
You sense that your family's wealth, history, and future deserve a more thoughtful conversation than they have received so far.
Your children are already adults, in their 40s, 50s, or beyond, and the family has still not had certain conversations.
An ownership change, leadership transition, trust distribution, inheritance, or sale is approaching, and the family has not yet prepared for the decisions it will require.
You are not yet sure whether the whole family needs to be involved, or whether this begins with you.
Where you are starting from, Family Advisory can meet you there.
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.
Not every family is read for the same starting point. Family Advisory begins where you actually are.
Two ways Family Advisory can begin
FOR THE FAMILY LEADER
Family Leader Advisory
For a parent or family leader who is not yet ready to convene the broader family, but knows the next chapter requires more intention than the family has given it so far. Clarifies what to protect, understands readiness, and prepares for the conversations ahead.
Does not assume everyone is ready, or that one person must solve this alone.
FOR THE FAMILY THAT’S READY
Family Discovery
For a family that is ready to understand what is happening together. A focused, contained engagement that develops a grounded understanding of where the family is today, what it hopes to carry forward, and the appropriate path forward.
For families who continue, this becomes the first phase of the longer journey.
Both paths begin with the same private conversation with Susan. She determines, together with you, where to start.
For families, the path unfolds in phases.
01
Discovery & Commitment
Understanding where the family is today.
02
Identity & Alignment
Clarifying what the family wants to carry forward, together.
03
Stewardship
Building the shared capability to carry responsibility well.
04
Continuity
Sustaining connection and clarity across generations.
The work is tailored to the family. Not every family needs every phase, and the priorities within each phase depend on what Discovery reveals.
CASE STUDY
From Unspoken Assumptions to Shared Clarity
A family entered this work during a meaningful transition as conversations around wealth, responsibility, and the future began carrying greater emotional weight.
Through the work, the family developed a shared understanding of what their wealth meant, what they wanted it to make possible, and how responsibility would be carried forward across generations.
“What surprised me was how aligned we already were as a family. We had simply never created the space to have those conversations.”
— Client
Explore the Living Legacy Framework
Shared Commitment and a Clear Path Forward
WHAT THE WORK PRODUCES
Through the Identity & Alignment phase, individual perspectives are brought together so the family can develop a shared understanding of what matters, what it wants to carry forward, and what wealth and legacy are intended to make possible.
01
Shared values and priorities
What the family stands for, what matters most, and what it wants its wealth and legacy to make possible.
02
Readiness and stewardship
How responsibility is understood across generations and what family members are preparing to carry forward.
03
Shared commitments and direction
What the family has agreed to, the priorities ahead, and a clear path for moving forward together.
04
Questions for the future
Where greater clarity, conversation, or development is still needed as the family evolves.
The Living Legacy Family Charter
The work is captured in a written Living Legacy Family Charter, giving the family a shared language and reference point for the values, purpose, commitments, and direction it has made explicit together.
The Charter is not the end of the work. It is a snapshot of what the family has made explicit together and a foundation for what comes next.
AS THE WORK CONTINUES
Stewardship & Continuity
Once a family has clarified what it wants to carry forward, the work shifts toward living those commitments over time.
Stewardship may include next-generation readiness, family governance and communication, and shared approaches to philanthropy and impact.
Continuity supports the family across generations, helping maintain communication, governance, and readiness as responsibilities, leadership, and circumstances change.
For some families, this becomes an ongoing Stewardship & Continuity Advisory relationship.
The goal is not alignment at a single moment. It is helping the family carry what it has committed to forward over time.
HOW SUSAN WORKS
The conversation underneath the conversation
Families often know something important needs to be said long before they know how to say it.
Susan creates the conditions for people to speak honestly and feel genuinely heard. She sees each person in the context of the larger patterns shaping the family’s relationships, decisions, and future. Listening for the conversation underneath the conversation, she helps families name what matters most and turn deeper understanding into clearer choices, stronger relationships, and more intentional stewardship.
A FAMILY’S PERSPECTIVE
In this conversation, Gavriella Schuster shares her family’s experience navigating conversations around responsibility, stewardship, and continuity across generations.
Begin the Conversation
If something important is beginning to surface in your family, you do not need to know exactly what the work should be before we talk.
A confidential, 30-minute conversation with Susan.