After her parents passed on, Carolyn Friend carefully sorted through their personal effects as she cleaned out their home—a challenging task for anyone. Along the way, she began to recognize the value of missed conversations and moments never to be recaptured.

Carolyn and her husband, James Weiner, used that experience, and the expertise that came from being doctors of psychology, to recalculate their careers, write a book and start a new venture.

The couple created Inheriting Wisdom, a specialty consulting firm for high-net-worth families, in 2003. Wealth creates complexity, and when families start the discussion of how to create a meaningful legacy, no one in the family wants to feel marginalized or undervalued. Inheriting Wisdom is designed to give a voice to the individual and provide a method for working collectively as a family.

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