About
About Attune
Our story
A practice built on the questions wealth raises but rarely answers.
-
I came to family wealth advising the long way around.
I spent ten years as a clinical pastoral educator and chaplain — first in a major healthcare system, then training the next generation of chaplains as a Clinical Pastoral Education (CPE) Educator. The work was sitting with people in the hardest moments of their lives. Helping families talk to one another when no one had taught them how. Holding space for parents reeling from a child’s diagnosis. Walking with adults navigating the deaths of their own parents. Working with people clarifying — sometimes for the first time — what they actually believed about their lives, their families, and what they wanted to leave behind.
That work taught me something I couldn’t have learned anywhere else: how to be present with people when the stakes are highest, how to help families have the conversations they’ve been avoiding, and how to hold steady inside complexity without flinching or fixing.
What I didn’t yet know was that the same skills — the same disciplines, the same training — were exactly what families navigating significant wealth need most.
"I do this work with families because I've had to do it myself.
Growing up with privilege, I didn't feel like I had to have my own identity. Meaning was handed to me. Purpose was assumed. For a long time, that felt like a gift; in truth, it was what kept me from growth. The privilege I inherited wasn't the cause of my identity struggle, but it contributed to how long I put off the work.
When I began the work of clarifying and understanding my values, asking who or what had formed me, I felt something I hadn't expected: the empowerment of understanding who I was and being able to move forward with my own sense of purpose.
That work is the gift at the heart of Attune."
Andy Stubblefield
Certified Pastoral Educator
The pivot
How CPE became a wealth practice
I began working at the edges of the family wealth field through the Purposeful Planning Institute (PPI), where I now serve as Director of Education Programs. PPI is the field’s leading professional community at the intersection of wealth, human flourishing, and multigenerational legacy. Surrounded there by estate attorneys, family wealth consultants, psychologists, and coaches, I kept noticing the same thing.
-
The families they were describing — affluent families navigating the inheritance of large estates, the sale of a family business, the preparation of the next generation, the long question of what wealth is for — were facing the same human dynamics I had been working with for years in chaplaincy. Identity formation under pressure. Family systems carrying inherited expectation. Values that had never been spoken aloud, let alone agreed on. Difficult conversations that everyone wanted to have but no one knew how to begin.
The contexts were different. The dynamics were the same.
So I began the work of translation: bringing the disciplines that produce skilled chaplains — deep listening, family systems thinking, identity formation, values clarification, non-anxious presence in complexity — into the family wealth context. Attune Consulting Group is what that translation looks like in practice.
Why I believe this work matters.
Most of the families I work with already have excellent advisors. Their financial planning is sophisticated. Their estate documents are drafted. Their legal counsel is sharp. What they often don’t have is anyone whose job is the human infrastructure the rest depends on — the conversations, the relational repair, the values clarification, the preparation of the rising generation to receive what’s coming with intention rather than anxiety.
That gap is consequential.
The most carefully designed estate plan in the world doesn’t work if the family can’t agree on what they’re planning for. The most generous transfer of wealth becomes a burden rather than a gift if the next generation hasn’t had the chance to develop their own identity, purpose, and relationship to it. The hardest dynamics in any family — silence across generations, unspoken grievance, unequal power, unfinished grief — don’t disappear because of a liquidity event. They get amplified.
The work I do exists to address that gap directly, with care.
Our method
A method, not a feel.
What distinguishes my work isn’t that I’m “good with people,” though I hope I am. It’s that the practice rests on a tested method — frameworks developed across decades in fields that have been thinking carefully about humans, families, and meaning for far longer than wealth advisory has existed as a discipline.
When I sit with a family, I’m drawing on relational and family systems theory, on developmental and educational frameworks, and on the embodied disciplines of clinical chaplaincy. Most of that lineage stays in the background — clients don’t need to know which theorist informs which intervention. But it’s there, and it’s why the work works.
If you’d like to read more about the methodology behind the practice, our approach is laid out here.
Credentials
Our credentials
-
(2026–Present)
Developing programming, content, and professional development for advisors and families navigating the human dimensions of wealth.
-
(2022–2026)
Supervised and trained chaplain residents in deep listening, identity formation, systems thinking, and family dynamics in high-stakes moments.
-
(2017–2022)
Five years of clinical practice in a major healthcare system — building the foundation of presence under pressure.
-
(2016–2017)
Early clinical formation in relational attunement and pastoral practice.