Services
What we do
Service areas
Where the work happens.
The work of Attune centers on three areas where families consistently need support that traditional advisors are not positioned to provide — the work we call the human side of wealth. The three areas overlap and inform each other; an engagement that begins in one almost always touches the others. They are described separately here for clarity.
Service
Family Governance & Communication
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Families who have built or inherited significant wealth and recognize that the relational and decision-making structures around the wealth haven’t kept pace. Families navigating a transition — a liquidity event, a generational handoff, the introduction of in-laws and grandchildren — and who want to do that transition with intention. Families who’ve sensed for years that the conversations they really need to have keep getting deferred, and want to find a way to begin.
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The work begins with careful listening — across generations, often individually before any group meetings — to understand what your family is actually carrying. From there, the engagement may include facilitated family meetings, the development of a family charter or values document, the design of communication norms and decision-making frameworks, the establishment of regular family rhythms (annual meetings, council structures, agreed-upon practices for handling conflict), and the coaching of individual family members in the skills the new structures will require.
We do not impose a template. Every family develops its own version of governance, fitted to its actual size, history, complexity, and goals.
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Families come away with the structures and the relational skill to have the conversations that matter — about wealth, about legacy, about purpose, about each other — without those conversations doing more harm than good. Decision-making becomes coherent. Conflicts become workable rather than corrosive. The next generation is included rather than informed after the fact. The family develops a shared language for what it values and how it wants to live with its wealth.
Service
Rising Generation Preparation
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The rising generation — adolescents, young adults, established adults — of families with significant wealth, working through the developmental task of becoming themselves with their inheritance rather than despite it. Parents and grandparents who want to prepare the next generation thoughtfully, but who recognize that traditional approaches (either silence or sudden disclosure) tend not to produce confident, grounded inheritors. Families who want the rising generation to receive what is coming with intention rather than anxiety.
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The work is developmental and relational. It often begins with individual conversations — listening to the rising generation member’s actual experience of being a child or grandchild of wealth, surfacing the questions they have been carrying privately, helping them articulate their own emerging identity, purpose, and values. From there, the work may include structured developmental coaching, family meetings that include the rising generation as full participants, financial fluency education calibrated to the family’s actual financial picture, and the gradual introduction of the rising generation member into the governance structures they will eventually help lead.
We work alongside parents and grandparents on the parallel question — how to communicate, when to disclose, what conversations to initiate, and how to allow the rising generation to develop their own relationship to the wealth without micromanaging the process.
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Rising generation members develop a sense of who they are, distinct from the role the family has assigned them. They become able to engage with the family’s wealth as adults, with their own values and questions and choices, rather than as children either resisting or complying. Parents and grandparents see their children and grandchildren grow into stewardship that is genuinely theirs. The family’s intergenerational conversation becomes substantive rather than ceremonial.
Service
Advisor Coordination
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Families with strong existing advisory teams — financial advisors, estate planning attorneys, CPAs, trust officers — who recognize that the most carefully designed plans only work if the family can actually live them. Advisory teams that want a relational partner whose work makes their technical work more effective. Families who feel caught between specialists, none of whom are positioned to address the human dynamics that determine whether the technical work stays intact.
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We work alongside the existing advisory team — not in competition with them, and not duplicating their expertise. Our role is the relational bridge: facilitating the family meetings where technical recommendations get discussed, surfacing the human dynamics that affect whether the family can hear and act on advice, translating between the technical professionals and the family members, and addressing the relational dimensions that traditional advisors are neither trained nor positioned to handle directly.
In practice, this often looks like joining the existing advisor team for client meetings, holding standalone family meetings that the advisors attend or don’t depending on the agenda, working with the family privately on the relational and developmental work that needs to precede or follow technical conversations, and serving as a continuity presence across the longer arc of the family’s life.
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Families experience their advisory team as coherent rather than fragmented. Technical recommendations actually take hold, because the family understands what it is committing to and why. The advisory team’s work compounds across generations rather than getting re-litigated each transition. The family develops a steady voice in conversations with its advisors rather than splintering across competing perspectives. And the relational dynamics that would otherwise undermine the planning get addressed in the conversations and contexts where they belong.
How engagements work
Every engagement begins with a 30-minute conversation. That conversation is not a sales pitch; it’s an honest mutual exploration of what your family is navigating and whether what we offer is what you need. We will tell you directly if we don’t think we’re the right fit.
If we proceed, the structure of the work depends on what your family is doing. Some engagements are short and focused — a particular transition, a specific conversation, a single year of structured work. Some are multi-year, involving the long arc of generational transition. We design the engagement collaboratively with you.
Pricing is engagement-based and discussed openly during scoping. We are not paid by anyone other than our clients, and we have no financial relationship with the other professionals on your advisory team — we are aligned only with your family’s interests.