Legacy That Lives
Human-centered wealth and legacy design for women, families, and the next generation.
We align the human system behind generational wealth so legacy endures.
Who We Work With
Families Preparing for Wealth Transfer
When succession or inheritance is approaching and alignment matters most.
Families Experiencing Liquidity Events or Sudden Wealth
When new wealth raises questions of identity, purpose, and stewardship.
Women Inheritors
When wealth brings independence, complexity, or expanded leadership responsibility.
Next-Generation Stewards
Developing voice, confidence, and readiness for stewardship within the family system.
Our work is often conducted in collaboration with family offices, wealth advisors, and legal counsel.
What We Help Families Solve
Succession & Continuity
Next Generation Readiness
Leadership Transitions
Family Communication & Alignment
Confidence and Responsibility
About Susan Weingartner
Legacy Alignment Advisor
Susan Weingartner is a trusted capital strategist and legacy advisor with 25+ years in capital markets, sustainable real estate, philanthropy, human motivation, and systems change.
A two-time co-founder and former CEO and CMO, she has led capital formation and impact strategy for pioneering firms Cambia Capital and Green Canopy NODE.
She holds a Chartered Alternative Investment Analyst designation, has passed the Series 65, earned a Master of Public Administration from the University of Washington, and received her Bachelor of Arts in Psychology from Marquette University.
Susan integrates human insight, with financial fluency and systems-level strategy. Her frameworks help families move from inheritance to intentional stewardship.
“It’s not a financial plan. It’s a human plan.”