Managing Tangible Assets and Family Legacy with Sonya Weisshappel
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Managing Tangible Assets and Family Legacy with Sonya Weisshappel
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In this episode of the Family Office Success podcast, host Christi Van Rite talks with Sonya Weisshappel about helping families inventory what they own—across multiple homes and storage, so tangible assets become visible, valued, and properly managed alongside financial assets. They discuss how incomplete balance sheets, missing documentation, and reactive decision-making create insurance, tax, estate, and family-conflict risks, especially during crises or at end of life. Sonya outlines her process for organizing, room-by-room inventorying, photographing, measuring, and coordinating appraisals, then delivering results to trusted advisors for insurance and planning updates, with ongoing maintenance. They also emphasize capturing the stories behind meaningful items - often via simple phone videos -so the next generation understands context, preserves legacy, and avoids disputes over objects large and small.
Connect with Sonya:
LinkedIn: https://www.linkedin.com/in/sonyaweisshappel/
Website: https://www.seriatim.net
Email address: sonya@seriatim.net