Expert Family Succession Planning for a

Secure Future

At The Family Stewardship Group, we guide families through the challenges inherent in succession planning with compassion, expertise, and integrity.

Benefits of Family Consulting

01

Resolve Conflict

Talk through tough issues. Restore trust, renew relationships, and create alignment.

03

02

02

Secure the Future

Plan for and act on the succession of leadership and enterprise ownership. 

03

Govern with Honor

Create agreements and design frameworks to thrive for generations.

About Us

At The Family Stewardship Group, we specialize in providing pathways for families to realize extraordinary futures. Imagine standing together, each family member feeling a deep sense of fulfillment. You have a collaborative and harmonious environment where alignment is a result of open, trusting, and inclusive communication. Family members are supported, working towards empowered shared goals with each voice heard and respected. Family is flourishing, confident that together you can work through challenges with lasting stability.


Trudy and her team guide and facilitate the succession and continuity planning process for family enterprises and business partners. We coach families, teams, and leaders to resolve tough issues while enhancing communication effectiveness. We create environments where everyone feels seen, heard, and understood, bringing hidden issues, highly charged situations, and recurring challenges to the forefront for resolution.

Our Services

Decision-Making Enhancement

Family Succession Planning

Conflict Resolution

Succession 
Frameworks™ 

Our mission is to liberate and unify families in love and purpose

Our Foundation

Communication

Mutual understanding requires certain qualities in communication that go beyond talking and hearing. 

Customized Solutions

Our approach is tailored to each family’s unique needs, circumstances, priorities, and goals, individually and collectively. 

Neutral and Independent Advice 

Being neutral and free from conflicts of interest (i.e. insurance, investment, and tax strategies), we provide independent advice. 

Trustworthy Partner 

We are a trustworthy partner for families navigating the complexities of generational legacy and succession. 

Integrity and Accountability

You can count on us to lead, guide, and serve with integrity and accountability. 

Client Testimonials

  • "You have made an immense difference in how our family interacts and engages with one another. We now have the tools to be stronger, wiser, and more considerate towards one another."

  • "We got to the bottom of some old issues that have hindered the development, happiness, and peacefulness of our family for a long time."

  • “We resolved issues that seemed impossible to resolve. Each family member had a voice, it was a safe space to go deep and really understand each other.”

  • "We became humbled seeing ourselves and each other with clarity rather than through the noise of work and resentment."

  • "It was intimidating at first with all the things we wanted to accomplish. As we worked through things, we got it all done. Nothing was left unsaid."

  • "I was very apprehensive about the direction of our conversations and what could be accomplished. I was able to relax as we continued to be successful working through our tough issues."

  • "I felt empowered and confident which eliminated the fear I have around honest, direct, and authentic communication with my family."