Preserving Family Harmony Through Wealth Transfer

Empathetic guidance for high-net-worth families and individuals navigating wealth and wealth transitions

I’m Suzy Riedman, Coach, Mediator, 21/64 Certified Advisor and Rising Gen. My mission is to foster healthy adult relationships within families of wealth and to guide the rising generation toward a life of purpose and meaning.

Do you long for a sense of equanimity in your relationship with inherited wealth?

Is your family in need of honest dialogue and resolution?

Are you concerned your legacy is lacking impact?

Private Coaching

  • A 5 phase approach to identify your practical, emotional, and financial self over a series of meetings.

  • Gain clarity on personal identity within the context of family wealth.

  • Develop confidence in managing inherited wealth and relationships.

Family Mediation

and

  • Meetings expertly designed to find common ground between you and the people you love.

  • Discover what truly motivates the individuals within your family.

  • Unearth the honest needs beneath disagreements as you are compassionately guided through conflict toward harmony.

Client Testimonials

  • “After the loss of our family lynchpin, Suzy did an outstanding job helping us articulate each of our goals for our family moving forward.  Her kind and calm nature was appreciated while she led us through thoughtful and respectful conversation. We would definitely recommend Suzy to any family that is struggling to find its way through a difficult situation.”

    -Logan and Lindy

  • “After losing my mother, our nuclear family was left scrambling for a sense of common direction and purpose. Working with Suzy has helped us with the challenge of accepting new roles and a reimagined understanding of each other as adults. With her help, I believe we are on the path towards being worthy stewards of our family legacy and ensuring the enjoyment of shared assets for years to come.”

    -Trinity & Margo

  • “I found the 5-Week Intensive incredibly valuable; I learned so much more about myself and how I viewed my family’s wealth from day 1 of working with Suzy. She was a great listener and led me down intentional, thought-provoking paths. I continued working with Family Wealth Dynamics afterward too, since she keeps me accountable moving forward.”

    -Amanda A.