Legacy Stewardship Advisory
When capital outlives the founder, guardianship eclipses growth.
Why this work exists
Why this work exists
A liquidity event—or the simple passage of time—can transform an operating dynasty into an investment family.
If values, decision rights, and next-generation voice are unclear, even nine-figure balance sheets erode into silos, rivalries, and stalled impact.
My role is to translate unspoken values into living governance so wealth, relationships, and purpose stay coherent for generations.
A liquidity event—or the simple passage of time—can transform an operating dynasty into an investment family.
If values, decision rights, and next-generation voice are unclear, even nine-figure balance sheets erode into silos, rivalries, and stalled impact.
My role is to translate unspoken values into living governance so wealth, relationships, and purpose stay coherent for generations.
Is this you?
Is this you?
If two or more bullets hit home, Stewardship Advisory is likely the right doorway.
If two or more bullets hit home, Stewardship Advisory is likely the right doorway.
A high-touch, three-phase journey
A high-touch, three-phase journey
Professional investment*
Professional investment*
What success looks like
What success looks like
Unanimous go / no-go on a nine-figure sale—weeks faster, with zero lingering resentment.
A single-page Charter every family member can quote—no ring binder gathering dust.
Next-gen heir moves from “observer” to “voting seat” with full confidence of elders.
Philanthropy and direct deals pass through one clear filter—no more scatter-plot spend.
Unanimous go / no-go on a nine-figure sale—weeks faster, with zero lingering resentment.
A single-page Charter every family member can quote—no ring binder gathering dust.
Next-gen heir moves from “observer” to “voting seat” with full confidence of elders.
Philanthropy and direct deals pass through one clear filter—no more scatter-plot spend.
Next step
Next step
Schedule a 30-minute introductory call. We’ll map your current fault lines, sense chemistry, and outline what the first ninety days would look like.
Schedule an introductory call →
mailto:peter@leadfromessence.com?subject=Legacy%20Stewardship%20Inquiry
Guardianship done well is the most strategic work a family will ever undertake. Let’s begin it intentionally.
Schedule a 30-minute introductory call. We’ll map your current fault lines, sense chemistry, and outline what the first ninety days would look like.
Schedule an introductory call →
mailto:peter@leadfromessence.com?subject=Legacy%20Stewardship%20Inquiry
Guardianship done well is the most strategic work a family will ever undertake. Let’s begin it intentionally.
