Strategic family advisory

The human side of wealth

We help families build the relationships, communication, and shared understanding that allow wealth to sustain across generations.

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About us

Sustaining wealth across generations requires more than financial strategy

Most families have strong financial, legal, and estate advisors. What they often don’t have is the support needed to navigate:

  • Family dynamics

  • Generational transitions

  • Communication across differences

  • Shared understanding of purpose and responsibility

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Attune works where technical planning ends, helping families build the human foundations that determine whether wealth endures.

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How we help

How we help families endure across generations

Our work focuses on three outcomes:

Clarity

Helping individuals and families articulate the values, expectations, and emotional realities surrounding wealth, especially the things that have gone unspoken for years. Clarity creates the foundation for healthier decisions, stronger relationships, and more intentional stewardship.

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Alignment

Creating shared understanding around purpose, governance, responsibility, and legacy. Not forced consensus, but meaningful alignment that allows families to move forward with trust, coherence, and mutual respect across generations.

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Continuity

Preparing families to transfer more than financial assets. We help preserve the wisdom, values, relationships, and sense of purpose that give wealth meaning, so future generations inherit not only resources, but the capacity to steward them well.

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What we do

Supporting the human infrastructure around wealth

Financial guidance is not usually the missing piece. What’s missing is the family system beneath it. Attune supports the communication and relational structures that allow financial strategies to actually work across generations.

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    Family Governance & Communication

    Helping families create the structures and conversations that allow wealth to be discussed with honesty, clarity, and intention. We design governance frameworks that strengthen trust, support decision-making, and create alignment across generations, not just around assets, but around purpose and responsibility.

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    Rising Generation Preparation

    Preparing the next generation to inherit wealth with grounded identity, emotional maturity, and a healthy relationship to responsibility. Our work helps rising generations develop confidence, purpose, and financial fluency without becoming defined by inherited wealth.

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    Advisor Coordination

    Serving as the connective tissue between financial, legal, estate, and family conversations. We make sure technical strategies are backed by the communication, alignment, and trust they need to last.

Our focus

The work beneath wealth

We focus on two connected areas:

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01

Helping individuals understand their identity and values


02

Helping families improve how they communicate & make decisions together

Leadership

The Founder, Andy Stubblefield

Attune Consulting Group is led by Andy Stubblefield, a certified Pastoral Educator turned family wealth advisor.


He also serves as Director of Education Programs at the Purposeful Planning Institute, a leading community of advisors dedicated to helping families and their advisors navigate the human dimensions of wealth, legacy, and flourishing across generations.

"When I first started learning about the family wealth field, listening to advisors describe the families they served, I kept hearing the same dynamics I'd been sitting with for ten years in hospital rooms...the unspoken across generations, the identity questions no one knew how to name, the conversations everyone needed but no one knew how to start. Different context. Same dynamics. These families have brilliant financial, legal, and tax advisors. They almost never have anyone trained for the human side. That's why I built Attune."

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Andy Stubblefield

Certified Pastoral Educator