Programs
Private engagements for women, families, and next-generation leaders.
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.
Our Programs: A clear path from alignment to enduring legacy
At Weingartner Legacy Co., all engagements begin with Legacy Alignment.*
Legacy Alignment is a facilitated, time-bound conversation process that helps individuals and families establish clarity, alignment, and readiness before major decisions involving wealth, responsibility, or legacy are made.
This work is designed for moments when something meaningful is approaching and the human conversations have not yet happened.
There is one way in.
The work is tailored to context.
*Referrals from advisors and attorneys are welcomed and handled with care, discretion, and respect for existing relationships
Legacy Alignment | 4-Week Intensive
structured, facilitated alignment process delivered over 30 days. This intensive creates a neutral, trusted space for honest conversation when decisions feel heavy, timelines are compressed, or misalignment is quietly present.
The engagement includes
Four facilitated sessions over four weeks
Individual and/or shared conversations, depending on context
Guided reflection and structured dialogue
A written Alignment & Readiness Summary outlining alignment, areas of tension, and recommended next steps
This work complements legal, financial, and philanthropic planning by ensuring those efforts are grounded in clarity and alignment.
How Legacy Alignment Is Applied
The same 4-week intensive is offered in three common contexts. Clients do not choose between programs. The work is tailored based on what is happening in their life or family
Legacy Alignment Programs
Next Gen Wealth Transfer
For families preparing for inheritance, succession, or wealth transfer who want to establish shared understanding, readiness, and clear expectations.
Women & Next Gen
For women and next-generation leaders navigating transition, responsibility, or redefinition who want clarity and alignment at pivotal moments.
Impact & Philanthropy
For individuals and families seeking coherence between values and responsibility before philanthropic structures are put in place.