Radical Steward Advising
Private advising for inheritors navigating responsibility
You inherited more than money. Now let’s build a life that is yours.
You may have inherited property, trusts, a family foundation, complicated relationships, expectations, advisers, employees, and decisions no one taught you how to make.
What you may not have is one trusted person with whom you can think through all of it honestly.
That's what this is.
Private, practical advising for inheritors who want to manage their responsibilities with greater clarity and confidence—without allowing those responsibilities to consume them.
✦ Weekly private 60-minute sessions
✦ Six-month engagement
✦ $12,000 investment
✦ Confidential and tailored to your actual life
What happens each week
Practical, confidential, and centered on the decisions you are actually facing.
Your situation
You bring what is happening: an adviser you do not trust, a property that has become a burden, a difficult family relationship, a foundation decision, or a responsibility that is taking over your life.
We work through it together.
Clearer decisions
We separate the practical issue from the fear, guilt, pressure, or family history surrounding it.
Then we identify the questions that need to be asked, the boundaries that need to be set, and the next step you are prepared to take.
Someone who understands both sides
Your advisers may understand the money.
Your friends may understand you.
Very few people understand both.
You will not have to minimize what you have, defend it, or explain why it can be difficult.
This is for you if...
✦ You are managing a trust, family foundation, property, or other inherited assets
✦ You are trying to choose or evaluate financial, legal, tax, or philanthropic advisers
✦ You are carrying more responsibility than anyone around you realizes
✦ You are navigating difficult family relationships, conflicting expectations, or shared assets
✦ You feel guilty, ashamed, secretive, or uncomfortable about having inherited money
✦ You are ready to hire help but are unsure whom to trust or what to delegate
✦ You are tired of spending your life managing things
✦ You want to become a more capable steward without being defined by your wealth
What we can work on
1.
Choosing and managing advisers
How do you choose a financial adviser, attorney, accountant, trustee, property manager, or philanthropic consultant you can trust?
2.
Hiring help and delegating
Delegation is not abandoning responsibility. Done well, it is part of responsible stewardship.
3.
Family relationships and boundaries
We can work through entitlement, resentment, secrecy, loyalty, control, unequal expectations, shared properties, co-trustees, boards, and the difficulty of saying no.
4.
Guilt and discomfort about wealth
You may overwork, overgive, rescue other people, or tolerate behavior you would otherwise refuse. Let's fix that.
5.
Managing inherited responsibilities
We will identify what genuinely requires your attention, what can be simplified, and what should no longer belong to you.
6.
Giving and philanthropy
For those managing a family foundation, we can also address governance, grantmaking, succession, family involvement, and the tension between honoring a legacy and developing your own judgment.
What you walk away with: a life you designed
We don't just talk. We build.
Using tools from Designing Your Life and Designing Meaning, you design the life you actually want — and leave with a plan for it:
Work. What gets you up in the morning. Real work that is yours, not the family's.
Structure. What your days actually look like, so your time holds you up instead of swallowing you.
A board of advisors. Your own circle of people to lean on — so you are never leaning on just one.
Six months in, you have the plan. By the end of the year, it is in motion. A life that runs — because you built it.
Building a life beyond the money
Who are you when you are not administering what you inherited?
What do you want to make, learn, experience, or contribute?
Stewardship includes caring for your health, relationships, time, creativity, and capacity for joy.
You are not here merely to preserve assets for the next generation.
You are here to design a life of your own — and live it.
Hi, I'm Diana. I understand this world from the inside.
I have served as Executive Director of the Gruben Charitable Foundation since 2008, working directly with grantmaking, governance, family responsibility, and long-term stewardship.
I do not approach this work as an outside adviser who has only studied inherited wealth.
I have carried its responsibilities myself.
I combine that lived experience with professional training in coaching, health and well-being, recovery, and human behavior.
My role is not to tell you what to do with your money.
It is to help you understand what is happening, trust your judgment, ask better questions, set stronger boundaries, and build a life that belongs to you.
This is not financial planning, legal advice, tax advice, therapy, or investment management. When specialist expertise is needed, you should work with the appropriate qualified professional.
Ready to talk?
Let's talk about what you inherited, what is weighing on you, and the life you want to design.
Radical Steward Advising
