Legacy Alignment
Families do not lose legacy because of poor strategy.
They struggle because of human complexity.
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.
The Wealth Shift Is Here
$124 Trillion is transferring hands.
$40 Trillion of that is moving to women.
And millennials alone could inherit $45 Trillion by 2048.
The Real Risk Isn’t Financial
70% of family wealth is lost by the 2nd generation.
90% by the 3rd.
80% of the next generation will change advisors.
Why Legacy Breaks
Legacy does not unravel in strategy or structures.
It unravels quietly in the spaces between people.
In the roles no one names.
The expectations held but unspoken.
The identities shifting across generations.
The purpose that once anchored everyone, now drifting at the edges.
Over time, overwhelm settles in.
Communication softens.
Distance grows long before the assets ever do.
No document or governance model can hold a family together
when alignment is missing at its core.
This is why every journey begins with a reset.
A return to clarity, connection, and shared purpose so a legacy not only lasts, but truly lives.
Our Vision for Legacy
We believe legacy isn’t defined by inheritance, it’s defined by intention. It’s the values, relationships, and impact that endure long after assets are transferred.
At Weingartner Legacy Co., we help families design legacies that are not only preserved but alive, grounded in clarity, guided by purpose, and carried forward with connections across generations.
A New Model of Wealth
The greatest risk to generational wealth isn’t markets or management, it’s disconnection. Too often, families lose not their assets, but their alignment. Across generations, the pattern is clear:
Wealth without meaning becomes weight.
Legacy without alignment becomes loss.
That’s why our work begins with Legacy Reset, restoring clarity, communication, and truth where it has been missing. Only then can purpose, values, and impact be built on solid ground.
We take a human-centered approach that integrates capital, communication, and consciousness. Your family’s story, values, and vision become the true architecture of continuity.
Wealth is energy. Legacy is how that energy moves through time, intentionally, aligned, and alive.
Our Role in Your Advisory Ecosystem
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Most advisors design structures.
We design the system that makes the structure hold:the relationships
the readiness
the purpose
the impact
the communication
the alignment
Big firms maintain the status quo.
We guide families through the moments that redefine them. -
next generation readiness
next generation leadership & entrepreneurial readiness
succession & continuity
family meeting facilitation
communication reset
governance & role clarity
advisor alignment
women’s wealth empowerment
purpose & values clarification
impact & philanthropy strategy
long-term legacy & continuity planning
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No. We don’t manage assets, sell products, or replace your advisory team.
We prepare the human system so that:
legal planning
financial planning
estate planning
governance
impact strategy
…can actually work.
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Estate planning preserves assets. Legacy design preserves alignment, trust, and meaning.
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Absolutely. We regularly partner with advisors to integrate legacy strategy within existing structures.