speaking engagements & events

February 2018
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Category: EVENTFamily Firm Institute (FFI) Global Board Meeting – London, UK

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Category: EVENTFamily Firm Institute (FFI) Global Board Meeting – London, UK

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Category: EVENTFamily Firm Institute (FFI) Global Board Meeting – London, UK

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Category: EVENTLIDO Consulting, Inc. 13th Annual Family Office Investment Symposium – Santa Monica, CA

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Category: EVENTLIDO Consulting, Inc. 13th Annual Family Office Investment Symposium – Santa Monica, CA

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Category: EVENTLIDO Consulting, Inc. 13th Annual Family Office Investment Symposium – Santa Monica, CA

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February 26th-28th

LIDO Consulting, Inc. 13th Annual Family Office Investment Symposium – Santa Monica, CA

Have one! Want one! What really is a family office? Is it merely a structure to manage the complexities of one’s wealth? What about the “family?” Does a family office serve to help multi-generations be purposeful? The questions is “What are you missing out on in how you think about your family office or the one you want to start?”

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February 16th-18th

Family Firm Institute (FFI) Global Board Meeting – London, UK

Dr. Weiner sits on the Board of Directors for Family Firm Institute, and he and other members will convene in London for their Global Board meeting; discussing where they stand in the three strategic goals of education, research, and public awareness.

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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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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.

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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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