Services for Advisors — Schema Consulting

Schema Consulting

For the advisors in the room.

The plan is sound. The strategy is right. The family is stuck. That's not a strategy problem — it's a family-systems problem. And it's the part most advisors weren't trained to handle alone.

How this works

Behind your client relationship — not in front of it.

I partner with wealth managers, estate planners, family office leaders, trust officers, attorneys, and CPAs to bring family systems work into rooms where it's needed but missing.

You stay the principal advisor. I make sure the relational complexity stops blocking the plan. There are three ways to bring me in.

01

Education & training

Teach the team.
Teach the family.

A practical, no-jargon framework for understanding how families actually behave under pressure — and what to do when the dynamics start interfering with the work.

I deliver workshops, keynotes, and small-group trainings for advisory teams, family offices, and the families themselves. We cover mapping a family system, recognizing the patterns that derail succession and transition planning, reframing stuck conversations, and knowing when to refer out versus press in.

Right fit for

Firm-wide trainings, partner days, family-meeting prep, multi-generational client events, and conference keynotes. Your team and your clients walk away sharing a language for what's happening relationally — which makes every subsequent conversation faster, cleaner, and less emotionally loaded.

02

Advisor support

Case-work
consultations.

For when you have a specific client family that's stuck, and you need a thinking partner.

You bring the case. I help you see what's really happening — the structure, the dynamic, the round-and-round, and the moves available to you. We work through it together: what's driving the impasse, what the family will and won't accept, what to put on the table, what to leave alone, and what your role can — and can't — ethically hold.

You walk away with a clear read on the system and a sequence of next moves: what to say, when, to whom, and what to do if it doesn't land the first time. Your clients never see me. The work happens between us.

Right fit for

When the financial work is in order but the conversation isn't moving — and when you want a peer-level second opinion before your next meeting.

03

Client-facing support

Amplify your services:
Intake, discovery, and
family systems synopsis.

For when you need someone to talk to the family directly — on your behalf.

I meet with the family (or the relevant individuals) as part of your intake or discovery process. I conduct the family-systems interview, surface the dynamics that don't show up in standard financial or estate-planning onboarding, and identify the relational risks most likely to affect the work ahead.

Then you receive a written synopsis: who the players are, what the system is doing, where the stress points are, what to watch for, and concrete recommendations for how to structure the next phase of your engagement.

Right fit for

The start of a multigenerational engagement, before a major liquidity event, or when a long-standing client family has reached a new inflection point. You get a complete picture of the family system before the work begins — no surprises at month six, no discovering mid-transaction that you've been advising around a thirty-year-old conflict.

"Families introduced through a trusted advisor are eligible for a preferred rate — and the referring advisor is always the one who delivers that news."

Schema's advisor referral model

How I work with your practice

White-label or co-branded. Your call.

I don't take your clients. I don't position myself as the principal advisor. I'm the specialist you bring in for the part of the work that lives outside your scope of practice but inside the same client relationship.

Ongoing resource

For some firms, I'm a situational resource the team can call on as needed — a named specialist in the practice's network, available when a client family hits a moment that requires family systems expertise.

Structured engagement

For others, it's a structured engagement tied to a specific client family — scoped, contracted, and delivered with clear handoff points so you always know what I'm doing and what's coming back to you.

Either way, my role is to make your work easier — not louder.

Let's start a conversation.

A stuck case. A family that needs onboarding done differently. A team that needs the language. If any of that sounds familiar, reach out directly or book a call.

Book a Free 30-Minute Call savannah@schemaconsult.com

Version: June 2026. Schema Consulting, LLC operates the practice known as "Schema." This guide is an orientation to the practice and is not legal, financial, tax, or clinical advice. It does not create a client relationship; the terms of any engagement are governed by a separate written agreement, which controls.