Legacy That Lives
Human-centered wealth and legacy design for women, families, and the next generation.
I help women and next-gens find clarity and alignment so they can shape the legacy they truly want to live and leave.
For women and next-gen leaders navigating transition, identity, purpose, and family legacy.
Most wealth is not lost through poor investments. It is lost through misalignment, silence, and uncertainty across generations.
It’s time for a new model of wealth, one that is relational, intentional, and enduring.
When people feel safe enough to tell the truth, clarity becomes inevitable.
And when clarity returns, legacy becomes intentional.
Families don’t need more documents. They need alignment. That starts with Legacy Reset.
We don’t fix the financial system. We restore the human system, the place where legacy actually breaks.
Who We Work With
Legacy Business Families:
Structure alone won’t solve succession, alignment will.
Tech Wealth & Liquidity Event Families:
Sudden wealth creates identity and purpose questions that must be resolved.
Women Inheritors:
Especially those without heirs, when continuity becomes personal.
Next Generation Stewards:
Who need a safe, neutral place to develop agency, identity, and meaning.
What We Help Families Solve
Families rarely seek help because of financial complexity. They seek help because of human complexity. We support families through:
Succession & Continuity Challenges
Next Generation Readiness
Women Inheritors
Family Communication & Alignment
These challenges cannot be solved with planning alone. They require a reset.
Our Framework: A clear path from reset to enduring legacy
Legacy Reset
Your starting point. A 30-day intervention to restore clarity, communication, and direction when legacy is most vulnerable.
Legacy as Intended
A 5-phase process to align purpose, values, roles, and long-term continuity.
Legacy OS
A living system for sustaining alignment through quarterly rhythms, advisor coordination, and continuity practices
Flourish Forward
A lens woven throughout our work, bringing awareness to true wealth: being, connection, health, wealth, and purpose.
Our Process
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Truth surfaces. Assumptions dissolve. The real conversation begins.
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Only after clarity returns can purpose be named authentically.
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Communication resets. Expectations become shared. Roles become clear.
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Parents, women inheritors, and rising heirs step forward with confidence and courage.
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Clarity becomes intention. Intention becomes practice. Practice becomes the lived legacy that continues through every generation.
About Susan Weingartner
Legacy Alignment Strategist
Susan Weingartner is a trusted capital strategist and legacy advisor with 25+ years in capital markets, sustainable real estate, philanthropy and systems change..
A two-time co-founder and former CEO and CMO, she has led capital formation and impact strategy for pioneering firms like Cambia Capital and Green Canopy NODE.
Holding a CAIA designation, a Master of Public Administration from the University of Washington, and an academic foundation in psychology, Susan integrates human insight, with financial fluency and systems-level strategy.
Her frameworks — Legacy Reset, Legacy as Intended, Legacy OS, and Flourish Forward — help families move from inheritance to intentional stewardship.
“It’s not a financial plan. It’s a human plan.”