The greatest value of wealth is the ability to invest in your family's well-being.
—Dr. Stacy Feiner
Services
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Family Enterprise Advisory
For founders, post-exit families, and multi-generational family businesses navigating succession, governance, generational transitions, and the dynamics that shape enterprise value. This work addresses the emotional foundation that determines whether families can execute on their plans or remain stuck.
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Family Business Interventions
For families where conflict, competition, or disconnection is blocking progress. We create the conditions for trust, intimacy, and honest conversation, even when relationships feel fragile or fractured.
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Strategic Family Retreats
Intensive, catalytic experiences designed to break through stalemates, surface what's been invisible, and set a new course forward. These retreats are structured to create breakthroughs, not just conversations.
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Advisor Collaboration
I work alongside your legal, financial, and governance advisors to address the human factors that technical solutions can't solve. Because family readiness isn't a soft risk. It's a financial risk.
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Next Generation Development
For rising leaders in multi-generational businesses and children of founders navigating identity, purpose, and the weight of legacy or new wealth. This work helps them build self-efficacy, confidence, and clarity on their own terms so they can lead authentically, not out of obligation.
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Individual & Spousal Support
For spouses navigating the unique challenges of being married into wealth, legacy, or entrepreneurial intensity. And for individuals seeking clarity on their role, identity, and well-being within a family system defined by business or fortune.
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In-House Psychologist for Family Offices
Ongoing access to a psychologist who understands the unique dynamics of family enterprise. For families and family offices that want proactive support, not just crisis intervention.
The Family Wealth Journey
Each phase of ownership demands something different from the owner. As founders and successors navigate growth, their leadership must evolve. The objective is more than accomplishing single transactions or transitions, focusing instead on cultivating healthy relational dynamics through a reliable system that delivers a sustainable legacy and enduring harmony.
You and Your Family
deserve
Insight and Alignment.
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When communication breaks down, business stalls.
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When trust erodes, leadership fractures.
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When silence takes hold, decades of progress can unravel.
These struggles seem impossible to overcome, but through coaching, we can find solutions.
The Relational Operating System
The Relational Operating System (ROS) is the invisible infrastructure that governs how people relate, make meaning, and perform together within an organization. It ensures the human system is intentionally designed and nurtured with the norms required to sustain both high performance and healthy relationships over time. At the center is the Relational Code of Conduct with four core principles, based on the research from The Sixth Level, that create this relational flywheel.
Through the ROS, organizations develop the capacity to recognize, shape, and direct the ripple effects of decisions and behaviors across the whole system. By cultivating awareness of these interconnected dynamics, leaders align emotional, relational, and operational capabilities with principles that support ethical action, long-term value creation, and enduring outcomes.
Coaching Services
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Family Business Consulting—Align family relationships with the vision of the business
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Leadership Coaching—Develop clarity, trust, and effective leadership
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Family Legacy Advising—Preserve values and prepare the next generation.
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Relational Psychology—Ensuring sustainable family harmony and relational well-being.
How it Works
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Diagnose what’s really happening and the scope and urgency of the situation.
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Conceptualize, design, and visualize a clear path forward.
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Strategize and align your team to the realistic plan for operational excellence.
4
Facilitate and engage all key stakeholders, advisors, and investors to the plan.
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Execute the plan and embed relational wellbeing for lasting harmony.
Process
Creating an Ecosystem of Excellence™
Dr. Stacy’s process draws on deep psychological insight and business fluency. It begins with a comprehensive discovery phase that provides a complete game plan through interviews, assessments, and observation. It uncovers tension, misalignment, and opportunities for progress. It can stand alone or lead into facilitation and execution.
Whether you are navigating succession, a liquidity event, stabilizing a board, preparing the next generation, or simply ready to elevate performance, this process creates the conditions for lasting alignment and growth.
“We were going through a leadership transition within our family-owned company. Stacy guided my brother and I though a period of growth by helping us level-up our leadership capabilities. Stacy's guidance and insistence strengthened our partnership and our conviction to be better every day.”
—Scott Fornia-Fleming, Co-President, AIM Transportation, Military Officer
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Schedule a Call
Let’s talk about your family, business, and legacy. Whether you’re planning for the next generation, navigating a transition, or seeking better alignment, we’ll create a path forward together.