We prepare the people.
Most families prepare capital.
We prepare the people.
We help families navigate the human side of wealth transfer through structured conversations that prepare the next generation, clarify responsibility, and strengthen continuity across generations.
Through Family Advisory, families gain greater clarity around stewardship, succession, communication, and the responsibilities wealth creates.
Each Family Advisory engagement results in a written Living Legacy Family Charter that guides future conversations, decisions, and transitions across generations.
Led by Susan Weingartner, CAIA | Legacy Advisor | Former CEO
A Family’s Perspective
In this conversation, Gavriella Schuster shares her family’s experience navigating conversations around responsibility, stewardship, and continuity across generations.
How Family Advisory Works
Family Advisory Engagement
A structured process designed to create clarity around wealth, responsibility, stewardship, and family decision-making.
Living Legacy Family Charter
Families leave with a written charter that captures values, expectations, stewardship principles, and a framework for future decisions.
Ongoing Family Advisory
Some families continue into ongoing advisory support as leadership transitions, succession planning, and next-generation stewardship unfold 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 We Work With
Families Preparing for Inheritance and Wealth Transfer
Parents Preparing the Next Generation
Families Experiencing Liquidity Events or Sudden Wealth
Women Navigating Wealth and Responsibility
Next-Generation Stewards
Our work is often conducted in collaboration with family offices, wealth advisors, and legal counsel.
Common Questions
How do we prepare the next generation for stewardship and leadership?
How much should our children know about the family's wealth?
How do we prepare inheritors without creating entitlement or dependence?
How will responsibility be shared as wealth transitions across generations?
How do we navigate differing expectations within the family?
How do we create greater clarity around purpose, values, and decision-making?
What do we want our family's legacy to become?
Most families don’t lack access to advice.
They lack clarity on what to do with it.
About Susan Weingartner
Susan Weingartner is a Legacy Advisor with more than 25 years of experience spanning family wealth, impact investing, philanthropy, and sustainable real estate.
As a former CEO, capital markets executive, and advisor, she has spent her career helping families and leaders navigate complex decisions involving responsibility, purpose, and long-term stewardship.
Today, she helps families prepare the people who will carry wealth forward across generations.
“It’s not a financial plan. It’s a human plan.”
Begin the Conversation
Most families prepare legal documents, investment plans, and estate structures.
Far fewer prepare the people who will carry them forward.
If you're navigating wealth transfer, succession, inheritance, or next-generation readiness, let's begin with a conversation.