speaking engagements & events

May 2017
Mon Tues Wed Thur Fri Sat Sun
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31 1 2 3 4

Speaking Engagement:  January 26, 2016
Choosing a Trustee: An Eye to the Future or Rulling from the Grave

Co-hosted by Inheriting Wisdom, Lido Consulting, Polsinelli & Phase One

Los Angeles, CA

LEARN MORE

Speaking Engagement:  March 27, 2017
Lido Family Office Investment Symposium

Santa Monica, CA

LEARN MORE

Networking:  April 26 – 28
afhe National 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.

LEARN MORE
iw-family

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.

LEARN MORE

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.

start the conversation


I AM A…(required)

I AM LOOKING FOR…(required)

First Name

Last Name

Email

Phone