Are you looking for a harmonious approach to wealth and family?

I help high-net-worth families navigate the delicate process of family wealth and wealth transitions.

I’m Suzy Riedman, 21/64 Certified Advisor, CTI trained coach and CDR trained mediator. I provide customized, experience-based private coaching and family mediation. I work directly with individuals, families and wealth advisors looking to incorporate third party facilitation into their client services.

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

Through both private coaching and

family mediation, I work to create a truly bespoke experience tailored for you

and your clients.

Our work together will leave you equipped to steward this legacy and confidently blaze your own path.

5 Week - 12 Month Engagement
The 5 Week Intensive is a 5 phase process designed to meet you exactly where you are and guide you toward the clarity you need to take ownership of your life and your finances. Once completed, you can opt to continue with month-to-month coaching.
Month-to-Month Coaching delves deeper into the topics discussed in the 5 Week Intensive and provides you with ongoing guidance and support.
Hourly Coaching is available to those who are looking for as-needed help with specific issues.
1-2 Week Intensive
A series of facilitated family meetings designed to preemptively address conflict around wealth and inheritance.
These meetings are designed to take place over a 1-2 week period either in person or online.
Each family is unique, and the family meetings are built around your unique situation. Book a consultation to begin customizing your family’s plan.
Facilitated Family Meetings
These meetings are for families who need help communicating through specific issues on an as-needed basis. We go through exercises that will improve communication, find common ground and increase understanding of each other.

Phase 1: Share

In Phase 1 we discuss what this inheritance stirs up in you. Here you have the time and space to share what is on your mind and in your heart.
Phase 2: Organize

In Phase 2 we take inventory of everything you own. You will gain a clear picture of what you have and how it is designed to be used. This allows you to move forward with clarity.
Phase 3: Dream

In Phase 3 you dream about the life you want to live. You don’t worry about how, you just get to dream in great detail. This phase brings life and meaning to your money.
Phase 4: Plan

In Phase 4 we get practical. We discuss timelines, budgets and logistics of your dream life and how to utilize your money to achieve it. This phase provides you with a map toward achieving your goals.
Phase 5: Act

In Phase 5, empowered with a strong sense of agency in your life, you will be ready to take action. Our work together will come to an end as you feel fully equipped to move forward with confidence.