speaking engagements & events

November 2017
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Thursday October 19, 2017
Legacy Property Series: The Culver Hotel – Culver City, CA

The Legacy Property series is a series of events, providing attendees with extraordinary insight into some of Southern California’s most unique and storied properties told from the perspective of the current owner.

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Thursday October 26, 2017
Wealth Management Family Financial Summit – Birmingham, MI

Wealth Management Company, Planet Moran is set to host a Family Financial Summit at The Townsend Hotel in Birmingham, Michigan.

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creating a high performance family

Dr. Carolyn Friend and Dr. Jamie Weiner are distinctively qualified to discreetly guide families to work together to sustain wealth. As Wealth Whisperers™ they have the keen ability to listen to what’s really going on behind the money. They help families put processes in place to ensure their legacy thrives.

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services

Every path to creating a cohesive decision-making family is different. It starts by having candid and productive discussions, and then Inheriting Wisdom helps to guide your family to healthy dynamics. Our distinct services that stem from our Family Dynamics Detox encourage a collaborative team that’s aligned, always with the family’s legacy in mind.

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re-engage the family, strengthen a legacy

Our philosophy is this: by having candid discussions about wealth and legacy early on, you can build bridges between generations, develop strategies to enhance your enterprise and create a high performance family. By delving into what’s really going on behind the money and identifying roadblocks, families can come together on a united front, before a major incident or change in structure and dynamics happens.

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