Private Advising
For inheritors and wealth creators
You have more than money. Now build a life that is yours.
Private advising for inheritors and wealth creators navigating family, responsibility, wealth and the question of what comes next.
✦ Unlimited private calls, scheduled as needed
✦ Six-month engagement
✦ $12,000 investment
✦ Confidential and tailored to your actual life
What happens when we talk
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 philanthropic 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 the whole picture
Your advisers may understand the money.
Your friends may understand you.
Very few people understand how the pieces fit together.
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 significant assets, trusts, property, businesses, or philanthropic responsibilities
✦ You are trying to choose or evaluate financial, legal, tax, or philanthropic advisers but are unsure whom to trust
✦ You are navigating difficult family relationships, conflicting expectations, or shared assets
✦ You feel guilty, ashamed, secretive, or uncomfortable with the wealth you have inherited or created
✦ You are tired of spending your life managing things
✦ A family member is struggling and you need help finding the right treatment, interventionist, or professional support
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 shared properties and responsibilities. When a family member is struggling with addiction or mental health challenges, I can help you identify appropriate treatment options, interventionists, and other qualified professionals from my network.
4.
Guilt and discomfort about wealth
You may overwork, overgive, rescue other people, or tolerate behavior you would otherwise refuse. We can change that.
5.
Managing wealth and responsibility
We will identify what genuinely requires your attention, what can be simplified or delegated, and what should no longer belong to you.
6.
Giving and philanthropy
For those involved in philanthropy, we can also address governance, grantmaking, succession, family involvement, and the tension between honoring an existing legacy and developing your own judgment.
What you walk away with
We don't just talk. We build.
Using tools from Designing Your Life and Designing Meaning, we create a practical plan for the life you actually want — and begin putting it into motion.
Work. What gets you up in the morning. Meaningful work that is yours—not simply what your wealth or family expects of you.
Structure. What your days actually look like, so your responsibilities support your life instead of swallowing it.
A board of advisers. Your own circle of people to rely on — so you are never depending on just one.
By the end of six months, you have a clear plan for what to keep, what to delegate, who to rely on, and how you want to spend your time, energy, and resources going forward.
Building a life beyond the money
Who are you when you are not managing the responsibilities that come with wealth?
What do you want to make, learn, experience, or contribute?
Stewardship includes caring for your health, relationships, time, creativity, and quality of life.
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 wealth and its complexities.
I have carried its responsibilities myself.
I combine that lived experience with professional training in coaching, health and well-being, recovery, and life design.
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 are carrying, what is weighing on you, and the life you want to design.
Private Advising
