We prepare the people.
Most families prepare capital.
We prepare the people.
The families who come to this work aren't worried about the plan.
They're worried about their kids
Wealth transfer rarely fails because of bad planning. It fails because the people inheriting responsibility weren't prepared for it.
We help families navigate the human side of wealth transfer through structured conversations that prepare the next generation, clarify responsibility, and strengthen continuity across generations.
Through Family Advisory, families gain greater clarity around stewardship, succession, communication, and the responsibilities wealth creates.
Each Family Advisory engagement results in a written Living Legacy Family Charter that guides future conversations, decisions, and transitions across generations.
Led by Susan Weingartner, CAIA
Legacy Advisor • Founder • Former CEO
Susan’s work is informed by three decades exploring the relationship between capital, purpose, family, and human flourishing.
A Family’s Perspective
In this conversation, Gavriella Schuster shares her family’s experience navigating conversations around responsibility, stewardship, and continuity across generations.
How Family Advisory Works
Family Advisory is a structured, private engagement. We surface what is unspoken, build shared understanding, and align values, expectations, and responsibility across generations.
Every family leaves with a written Living Legacy Family Charter, a document that captures where the family is aligned, where tension exists, and a clear framework for future decisions as wealth and leadership transition over time.
Some families continue into ongoing advisory support as succession, stewardship, and next-generation transitions unfold.
Client Case Study
From Unspoken Assumptions
to Shared Clarity
One family entered this work concerned about how to prepare their children for responsibility without creating dependence, entitlement, or resentment.
What surprised them most
was discovering how aligned they already were once the right conversations finally had space to emerge.
Is your family prepared for what comes next?
Who We Work With
Families Preparing for Inheritance and Wealth Transfer
Parents Preparing the Next Generation
Families Experiencing Liquidity Events or Sudden Wealth
Women Navigating Wealth and Responsibility
Next-Generation Stewards
Advisors
Our work is often conducted in collaboration with family offices, wealth advisors, and legal counsel.
Common Questions
Questions Families Bring to This Work
How do we prepare the next generation for stewardship without creating entitlement?
How much should our children know about the family's wealth, and when?
How will responsibility be shared as wealth transitions across generations?
How do we navigate differing expectations within the family?
What do we want our family's legacy to become?
Most families don't lack access to advice. They lack clarity on what to do with it.
Most families don’t lack access to advice.
They lack clarity on what to do with it.
About Susan Weingartner
Susan Weingartner is a Legacy Advisor whose work draws on more than 25 years across family wealth, philanthropy, impact investing, sustainable real estate, and capital markets, combined with lived experience navigating family enterprise, ownership transitions, significant loss, and renewal.
As the daughter of a wealth advisor, founder of a family enterprise, former CEO, investor, and leader in philanthropy and impact investing, she has experienced wealth from multiple vantage points: creating it, raising it, deploying it, governing it, and navigating the transitions that shape how it is carried forward across generations.
Her work is informed by three decades exploring the relationship between capital, purpose, family, and human flourishing, and by a belief that the greatest challenges facing families are rarely financial. They are human.
Today, she helps families prepare the people who will carry wealth forward across generations.
“It’s not a financial plan. It’s a human plan.”
Begin the Conversation
Most families prepare legal documents, investment plans, and estate structures.
Far fewer prepare the people who will carry them forward.
If you're navigating wealth transfer, succession, inheritance, or next-generation readiness, let's begin with a conversation.
Not sure if this work is right for your family?