speaking engagements & events

September 2016
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Category: SPEAKING ENGAGEMENTNexus Chicago Salon

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Category: EVENTLido Consulting's 11th Annual Family Office Investment Symposium

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Category: EVENTLido Consulting's 11th Annual Family Office Investment Symposium

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Category: EVENTLido Consulting's 11th Annual Family Office Investment Symposium

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Speaking Engagement:  September 8, 2016
Nexus Chicago Salon

Interviews with Isiah & Zeke Thomas and Dr. Eric Nicolaides; moderation by Drs. Carolyn Friend & Jamie Weiner of Inheriting Wisdom

Chicago, IL

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Networking:  September 21-23
Lido Consulting’s
Family Office Wealth Management Forum

Monarch Beach Resort
Dana Point, CA

REGISTER

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

Miami, FL

REGISTER

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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