speaking engagements & events

December 2016
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Category: SPEAKING ENGAGEMENTInheriting Wisdom Case Study Luncheon

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Speaking Engagement:  October 17, 2016
Good Governance for the Family Office

A facilitated session for Pepperdine University’s Certificate in Financial Management for the Family Office program

Malibu, CA

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Speaking Engagement:  October 20, 2016
Four Generations Alive – Breakfast Briefing
Co-hosted by Gerber & Co.

Culver City, CA

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Networking:  October 26-29, 2016
Family Firm Institute’s Global Conference

Miami, FL

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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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