The Human Side of Wealth Transfer

Preparing people to carry wealth, not just inherit it.

Daughter of a Wealth Advisor • Founder of a Family Enterprise • 30 Years Exploring the Human Side of Wealth

The Human Side of Wealth Transfer

Most families are financially prepared.
Few are prepared for the responsibility that comes with wealth.

The greatest risk in the transfer of wealth is not financial.

It is human.

A woman with long dark hair smiling and wearing a green blouse, standing outdoors near a building with red siding and large windows, with string lights hanging above.

Susan speaks to audiences at pivotal moments where wealth is moving and responsibility is increasing.

  • Multi-generational families and family offices navigating transition

  • Women and next-generation leaders stepping into greater responsibility

  • Wealth advisors and private banks supporting complex family dynamics

  • Trust and estate attorneys working beyond structure into relationship

  • Investment and private equity groups stewarding long-term capital

Speaking Audiences

A woman in a yellow blazer speaking at a presentation, standing near a podium with a microphone, with a slide displaying text and an image of trees in the background.

Families prepare wealth for the next generation.
Few prepare the next generation to carry it.

In this keynote, Susan reveals the human dynamics that shape how wealth moves across generations. Through story, insight, and her Living Legacy Framework, she shows how identity, responsibility, and relationships determine whether wealth endures or breaks down.

Audience Takeaways

  • Why wealth transitions fail, even with strong financial planning

  • The human dynamics shaping generational outcomes

  • A framework for aligning purpose, relationships, and responsibility

  • A more clear lens on stewardship across generations

Best For

  • Multigenerational families

  • Family offices

  • Wealth advisors and private banks

  • Trust & estate attorneys

  • Investment and private equity groups

  • Women and next generation leaders

The Living Legacy

The Human Side of Wealth Transfer

Additional speaking topics

Inherited, Not Prepared

What It Really Takes to Carry Wealth Forward

Inheriting wealth is often seen as an advantage. In reality, many feel unprepared to carry it. Unspoken expectations. Unclear roles. Pressure without language.

This keynote reframes inheritance from something received to something consciously carried, equipping the next generation to step into responsibility with agency, alignment, and ownership.

Audience Takeaways

  • Clarity on identity and responsibility in relation to wealth

  • Language to navigate expectations and family dynamics

  • Confidence in decision-making and stewardship

  • How their decisions today shape their legacy

Best For

  • Next generation family members

  • Women navigating wealth and responsibility

  • Emerging leaders

  • Family enterprise and family office next gens

  • Young inheritors and stewards of wealth

  • Leadership and personal growth audiences

Beyond the Balance Sheet:

What Advisors Miss About Generational Wealth Transfer

Advisors structure wealth with precision. Yet many transitions still fail. Not because of poor planning. Because the human side is left unaddressed.

This keynote expands how advisors define risk, introducing a practical framework to navigate the relational and generational dynamics that ultimately determine long-term outcomes.


Audience Takeaways

  • Redefining risk beyond financial structures

  • Insight into family dynamics that impact outcomes

  • Tools for deeper, more effective client conversations

  • A differentiated approach to advisory relationships

Best For

  • Wealth advisors

  • RIAs and private banks

  • Family office teams

  • Trust & estate attorneys

  • Investment firms and private equity groups

  • Advisor conferences and leadership retreats

About Susan

Susan Weingartner has spent her life exploring the relationship between capital, purpose, family, and human flourishing.

When she graduated with a degree in psychology, her father, a wealth advisor of more than three decades, invited her to join his practice.

She said no.

At the time, she believed her life's work was elsewhere.

Her path would take her through philanthropy, impact investing, sustainable real estate, capital markets, and family enterprise. Along the way, she came to understand something her father had known all along:

Wealth is never just financial.

It carries responsibility.

And when responsibility remains unspoken, it shapes families in ways they don't expect.

As the daughter of a wealth advisor, founder of a family enterprise, former CEO, investor, and leader in philanthropy and impact investing, Susan brings a rare perspective to conversations about legacy, stewardship, and the human side of wealth.

Today, she speaks and advises on the human side of wealth, helping families, advisors, and institutions prepare people, not just assets, for the future.

Experience & Perspective

  • Daughter of a Wealth Advisor

  • Founder of a Family Enterprise

  • 25+ Years Across Capital Markets, Philanthropy, Impact Investing, and Sustainable Real Estate

  • Experience Raising, Deploying, and Stewarding Capital

  • Institutional Investment, Fund Management, and Capital Formation Experience

  • Chartered Alternative Investment Analyst (CAIA)

  • Series 65

  • Recent Speaking Locations: Zurich, Vancouver (BC), New York City, Greenwich, and Park City

Bring Susan to Your Audience

When wealth moves, the human side matters most.

Susan speaks to the questions families, advisors, and institutions can no longer afford to leave unaddressed.

For speaking inquiries, event collaborations, or moderated conversations

Two women seated on chairs with microphones, having a conversation during a conference. One woman is wearing black and the other a yellow blazer. There is a large screen behind them with blue background and white text, displaying details about the conference including the title, date, location, and the logo of JABOY Productions.