Legacy Inheritance Coaching for
Next-Gen Leaders

Are you a third-generation inheritor seeking to define your path while stewarding family wealth of $30M+?

Who I Work With

I partner with inheritors aged 35+ who are:

  • Managing complex family enterprises and foundations

  • Launching independent ventures while balancing family responsibilities

  • Preparing for or actively managing significant wealth transfers

  • Seeking to create meaningful impact through their inheritance

Do These Challenges Sound Familiar?

  • You lie awake questioning your readiness to handle complex wealth decisions

  • Family discussions about succession planning leave you anxious and drained

  • You struggle to form authentic relationships where wealth doesn't create barriers

  • The topic of prenuptial agreements creates tension in your romantic relationships

  • You worry about how to approach wealth protection conversations with potential partners

  • Despite external success, you battle imposter syndrome and self-doubt

  • Making personal decisions feels paralyzing—unclear if you're following your path or family expectations

  • You feel isolated in managing mental health challenges while navigating wealth-related pressure

The Alpine Advantage Approach™

Just as ascending a mountain requires careful preparation, skilled guidance, and the right tools, navigating inherited wealth demands a comprehensive strategy. My proven four-phase process helps you reach new heights of personal and financial leadership:

1. Summit Vision (Goals)

Like planning an alpine expedition, we begin by clarifying your destination:

  • Mapping your ideal relationship with wealth

  • Defining your personal summit of success

  • Aligning family legacy with personal aspirations

  • Setting clear milestones for your journey

2. Base Camp Assessment (Reality)

We establish your starting point and assess your resources:

  • Understanding your current position and patterns

  • Evaluating family dynamics and relationships

  • Taking stock of available tools and support

  • Identifying potential challenges ahead

3. Route Planning (Options)

Together, we chart your optimal path forward:

  • Exploring multiple routes to your goals

  • Developing contingency plans

  • Building your support team and resources

  • Creating custom navigation tools for complex terrain

4. Guided Ascent (Way Forward)

With careful guidance, we implement your chosen path:

  • Taking confident steps forward

  • Regular progress reviews and course corrections

  • Building advanced skills for challenging sections

  • Celebrating milestone achievements

  • Preparing for future peaks

A Unique Bridge Between Two Worlds

As a fifth-generation inheritor with deep Swiss Alpine roots, I bring a rare perspective to wealth integration coaching. Though I lost my father—a Swiss mountain guide—at age five, his parents instilled in me the humble values and grounded wisdom of the Alps. This unique blend of experiences—navigating inherited wealth while being raised with mountain discipline, integrity, and fundamental values—allows me to create a balanced, judgment-free space where you can explore your authentic relationship with wealth while honoring both your family's legacy and your own path forward.

Who I Create the Greatest Impact With

Are Ready for Transformation

You recognize that your relationship with inherited wealth needs to shift, and you're committed to doing the deep personal work this requires. You're open to examining family patterns and your own beliefs about wealth.

Value Authenticity and Growth

You're seeking more than just wealth preservation—you want to develop an authentic relationship with your inheritance while growing into your full potential. You're willing to engage in honest self-reflection and meaningful dialogue.

Take Active Responsibility

You understand that being a conscious inheritor requires ongoing learning and engagement. You're ready to step fully into your role as a steward of family wealth, rather than passively receiving it.

Embrace Both Legacy and Innovation

You respect your family's heritage while being open to new approaches. You're interested in finding fresh ways to honor your legacy while creating positive impact in today's world.

Commit to Personal Wellbeing

You understand that effective wealth stewardship starts with taking care of yourself. You're willing to prioritize your mental and emotional health as part of your wealth integration journey.

Through Our Work Together, You Will:

  • Make confident wealth decisions aligned with your values

  • Navigate family discussions with clarity and purpose

  • Develop your authentic leadership voice

  • Build meaningful relationships and connections

  • Create healthy boundaries between family obligations and personal identity

  • Raise the next generation with balanced wealth perspectives

Your Next Step

If you're ready to transform your relationship with inherited wealth from a burden into a source of authentic purpose and positive impact, let's talk.

Schedule a confidential Alpine Strategy Session where we'll:

  • Explore your current challenges with inherited wealth

  • Identify your most important priorities

  • Discuss potential paths forward

  • Determine if we're the right fit for working together

All conversations are completely confidential and held in a judgment-free space.

What clients are saying…

“Diana has a warm, affirmative coaching style and her use of positive body language very much encourages open discussion.

— SAM ALLEN, CREATIVE LIFE AND LEADERSHIP COACH, BASEL, SWITZERLAND

“Diana’s approach is professional and warm. She helped me to clarify what issues I might want to work on and asked the questions that would help me to find my way. Her comments were insightful and gave me food for thought between sessions.”

— CRISTINA WOODS, VERZONE WOODS ARCHITECTES, VEVEY, SWITZERLAND

“The way she would ask key questions really helped me discover the core things I was trying to solve.”

— JASON THOMAS, LAUSANNE, SWITZERLAND

“It has been great to have Diana as my coach. Thank you very much for driving me back to the right place, giving me self-confidence and opening me up to new future projects that will give me much pleasure in life.”

— MARISA STALDER, ALBEUVE, SWITZERLAND

“Open, friendly, professional, comfortable coaching was given with ideas, methods, techniques to trial. Active listening was wonderful to have. Many communication techniques brought positive outcomes. Accomplishments also include improved awareness of situations and interventions to help towards resolution.”

— RUTH HÄHLEN, GSTAAD, SWITZERLAND

“I could feel your presence during our conversation, and your focused attention to my words. While you reflected my thoughts and feelings to me, I got a clearer view of my situation and what my priorities are. I felt comfortably guided in our conversation. Also after the conversation I felt lighter and motivated”

— S., GSTAAD SWITZERLAND

“Diana is a very warm coach who asks powerful questions.” 

— GUADALUPE CERNUSCO, ONTOLOGICAL COACHING & TRAINING, MALAYSIA/ ARGENTINA

“I am feeling calmer and working more efficiently. I am grateful for the gentle and intelligent way that Diana listens and responds and for the possibilities she helped me create for myself and for the world.”

— LUKE RANDALL, ARTIST, NORTH KINSGSTOWN, RI, USA

“Being coached by Diana has helped me make enormous progress in my life. Her professional knowledge, life experience traveling and living abroad, and positive attitude gave me the confidence in myself that I had lost due to a serious illness. With her professional skills, she helped me look at my life from several points of view, and now I see that I have many qualities and strengths to help me rebuild and go forward with purpose. Finally her compassion and creativity taught me how to create hope out of situations that otherwise seemed impossible to cope with.”

— LISA, NEWPORT, RHODE ISLAND, USA

“She creates space for her client to talk and work through topics, while also sharing observations, calling out patterns and posing thoughtful questions.”

— LAURA M., COLUMBIA TEACHERS COLLEGE

“Diana listened without judgment and asked pertinent questions that helped me see things more clearly than when I tried to muddle through them on my own. She helped me set-up objectives based on my needs and cheered me on during a challenging period in my life. She is solid, patient and competent. I would highly recommend her as a coach.”

— M.C.

  • The International Coaching Federation defines coaching as “partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential. The process of coaching often unlocks previously untapped sources of imagination, productivity and leadership.”

  • Coaching is not a substitute for therapy. If you’re going through a crisis and you feel so overwhelmed you have trouble functioning, a therapist is often your best option.

    Coaching is NOT about working through your past traumas. It’s about focusing on actionable steps to improve your life.

    I am happy to work with your therapist to give you the best support you need.

  • Once we’ve established our working relationship, each session’s agenda is yours.

  • Unless otherwise organized, we shall meet on Zoom.

    1. You are creative, resourceful and whole and have the answer within.

    2. We change by feeling good and this includes feeling safe and non-judged.

    3. You, the client, creates the agenda.

    4. I'm not the expert. I won’t tell you what to do but will refer out and give you tools, if needed.

    5. Coaching is “in-vivo” not “in-vitro” and is present and future-action based.

  • Illegal activity, if required by law, pursuant to valid court order or subpoena; imminent or likely risk of danger to self or to others. Where I reasonably believe one of the above circumstances is applicable, I may need to inform appropriate authorities.

  • You’ll see if partnering with me could provide you with what you think you'll need to improve your performance and brain health.

    Sessions are on Zoom, Google, or over the phone.

    Space for you to think and process.

    Judgement-free zone.

    Confidentiality.

    No risk, no pressure.

    Easy to book.