Private Advisory
Prepare yourself for what this next chapter will ask of you.
At the center of this work is a different kind of question: What do you want to carry forward, and what are you ready to change?
A confidential 30-minute conversation with Susan.
Private Advisory
Individuals and couples often reach moments when wealth, responsibility, family dynamics, or life transitions raise questions that deserve more than a quick decision.
This may be especially true for women, family principals, and next-generation adults navigating new responsibility, evolving expectations, or important decisions, whether they are facing them alone or as a couple.
Weingartner Legacy Co. provides confidential private advisory support to help you navigate these transitions with greater clarity, confidence, and intention.
The Advisory Process
Each engagement is tailored to the individual or couple and the questions in front of them.
How Private Advisory Begins
Most individual engagements begin with a Legacy Clarity Session: a focused 90-minute conversation, brief pre-reflection, and personalized Legacy Clarity Summary. It identifies the central question, what matters most, and the most useful next step.
When deeper work is appropriate, Private Advisory is typically a four-session engagement over six to eight weeks. It includes tailored reflection and preparation, confidential advisory conversations, and a written Living Legacy Blueprint that captures personal priorities, key decisions or conversations ahead, and a grounded way forward.
Grounded in the Living Legacy Framework, the work considers identity, relationships, well-being, purpose, and financial capital together, because decisions about wealth rarely exist in isolation.
Work can include:
• Navigating inherited responsibility and stewardship
• Clarifying the relationship between wealth, identity, purpose, and personal values
• Preparing for leadership, succession, or next-generation responsibility
• Working through important decisions or periods of transition
• Preparing for consequential family conversations
• Clarifying priorities, boundaries, direction, and responsibility
Engagements may include confidential one-on-one or couple conversations, strategic reflection, and written synthesis that captures what has become clear and what comes next.
Private Advisory is not family therapy, and it is not about diagnosing or changing people who are not participating. It is a confidential space to clarify what you see, what matters to you, and what you want to do next.
When This Work Is Helpful
An individual or couple seeking clarity before an important decision
A next-generation adult making sense of inherited responsibility and expectations
A parent, family principal, or woman who wants to clarify her own values, boundaries, hopes, or leadership stance
Questions around wealth, inheritance, liquidity, succession, philanthropy, stewardship, or legacy
A need for confidential space before deciding whether a broader family conversation is appropriate
A sense that identity, purpose, or direction feels unclear during a transition
Potential Outcomes
Greater clarity and confidence in important decisions
Stronger alignment between personal values, responsibility, and direction
A more grounded sense of leadership and stewardship
Clear boundaries and language for an important conversation
Readiness for what comes next, if and when you choose it
A personalized Legacy Clarity Summary or Living Legacy Blueprint that turns reflection into clear next steps
Clarity about yourself changes what becomes possible
Begin the Conversation
If you’re ready to think through what this moment is asking of you, let’s begin with a private conversation.
A confidential, 30-minute conversation with Susan.