Estate Transition Advisory

Strategic guidance for places at threshold moments

We work with places at threshold moments: inheritance, major life transitions, generational transfer.

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Land Planning for the Next 100 Years

We help families align on stewardship visions that protect both land value and ecological health.

Estate transitions involve far more than legal paperwork and financial planning. They require bridging place understanding, family dynamics, ecological systems, built heritage, and long-term strategy into a coherent vision that serves both land and people.

Who This Is For

Inherited Estate Stewards

You inherited a place with history and complexity. We help you align on stewardship visions that honor the legacy while building a sustainable path forward.

Multi-Generational Families

Multiple stakeholders, competing visions, unclear decision-making. We facilitate alignment around what the place needs and what's possible for the next century.

Newcomers to Significant Properties

You've acquired a property with depth—historic significance, ecological potential, or cultural weight. We help you listen to what the place wants before you act.

How It Works

Most estate planning separates what should be integrated. Lawyers handle trusts. Architects address buildings. Land managers focus on ecology. Financial advisors optimize assets. Each works in isolation, leaving families to connect the pieces themselves.

We bridge these interconnected elements into a unified stewardship strategy.

This work integrates architecture, ecology, strategic planning, and place-based methodology—informed by decades of site analysis and estate advisory experience.

Place Understanding

Deep site analysis covering ecological systems, climate patterns, water flows, and bioregional context. Understanding what the land needs, not just what owners want.

Built Heritage

Assessment of existing structures, their architectural significance, adaptive reuse potential, and integration with landscape. Buildings as part of place, not separate from it.

Family Alignment

Multi-generational visioning that addresses inheritance dynamics, differing values, and the emotional complexity of stewarding meaningful places.

Financial Strategy

Revenue possibilities, conservation easements, tax implications, and long-term economic sustainability that protects rather than extracts.

Ecological Restoration

Regenerative land management strategies, biodiversity enhancement, climate resilience, and stewardship practices that improve ecological health over decades.

Implementation Roadmap

Clear sequencing of decisions, consultant team assembly, and phased approach that allows for learning and adaptation over time.

The Process

We begin with our cellebrated Listen to your Land process - listening to the place, to the family, to the tensions between what is and what could be. This isn't standard consulting by any means, but rather strategic guidance for decisions that will shape a place for generations.

The deliverable is a comprehensive long termstewardship plan that integrates all elements: ecological assessment, architectural strategy, family governance structures, financial modeling, and implementation timeline. Everything needed to move forward with clarity and confidence.

Most importantly, we help families understand their relationship to the place they're stewarding. You can't outsource that relationship. You can only clarify it, strengthen it, and build structures that support it across generations.

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The Real Story

Alissa inherited a Cape Cod legacy estate, with 14 generations of family history sitting on what was once indigenous land. The weight wasn't just property management. It was trying to figure out: What does ethical stewardship actually look like when you're an oldcomer? When land acknowledgment feels hollow without action? When you know this came from extraction and you want to break that pattern?

She found Jo's Listen to Your Land process and they started working together. Something shifted in both strategy and her actual relationship to the place. She could sit with all of it now: the history, the responsibility, the guilt, the beauty. Things started moving.

Now they bring this work together to other people carrying inherited land, wealth, or property who want to do things differently. People at threshold moments asking: "How do I hold this without causing more harm? What does this place actually want from me? How do I stop being just an owner?"

Learn More About Alissa's Work →
Alissa Fleet

Alissa Fleet
North American Partnership

Jo Petroni

Advisory Excellence

Jo Petroni is an architect and strategic advisor specializing in large la nd and build projects. Her work bridges deep place understanding with future thinking, helping estate owners, place stewards, and families navigate the complex process of moving irreplaceable properties toward their next stage.

Based in France with global project experience, Jo brings decades of expertise in site analysis, strategic planning, and property development to each advisory engagement.

Jo also provides mentorship to stewards of place: one-on-one guidance for those who find themselves responsible for a place that matters, whether you inherited it, chose it, or it chose you.

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Begin the Conversation

If you're stewarding a property at a threshold moment and need strategic clarity, Jo and her team would welcome a conversation.

This work requires both vision and practical understanding. We help you see what's possible while building a path that serves both the place and the people who will steward it next.

Start the Conversation

Estate Transition Advisory

Jo Petroni

LinkedIn

jo@jopetroni.com

+33 767 008 878

Based in France with global project reach.