about inheriting wisdom

We are dedicated to helping families find more meaningful ways to engage in what’s really happening behind the money. Through our personal experiences, we were drawn to finding solutions for what family dynamics surround these difficult situations in wealth succession and family business matters.

We found that although financial advisors can guide a family’s wealth planning, they were in need of experts that could understand the family dynamics. This idea is what led to the creation of Inheriting Wisdom. Our unique process and distinct services provide guidance to help create a high performance family, starting with a single family member or the full set of family decision makers. This is called Building the Coalition of the Willing, and we believe it is a notion all families can benefit from.

Meet The Wealth Whisperers™

Wife and husband team, Dr. Carolyn Friend and Dr. Jamie Weiner have vast experience between them working in unique environments, guiding and consulting people from all walks of life. They are exceptionally qualified to help families increase performance through goals and alignment to sustain wealth for generations to come. By tapping into what’s really going on underneath a family’s wealth, Jamie and Carolyn find the root of the problem, help families work through strategic next steps and guide them to becoming a cohesive, decision-making unit. As Wealth Whisperers™ they calm the storm and re-engage the family, so everyone can get back to business.
dr-carolyn-friend
dr-carolyn-friend

Certificate in Family Business Advising, Family Firm Institute (FFI)

A personal tragedy leads to insight.

After experiencing the loss of her parents within six weeks of each other, Dr. Carolyn Friend took on the responsibility of divvying up their possessions among close family members. It wasn’t until this experience that she realized the greatest family possession was her parents’ wisdom. Her insight: this alone is what builds the foundation for many family’s legacies. She felt that the discipline and accountability within families is where many legacies break down. As a co-creator of Inheriting Wisdom, Dr. Friend is dedicated to helping families identify their pain points in a strategic and structured manner, work through their road blocks and get everyone back to business even sooner.

Dr. Friend is a clinical psychologist, former teacher, national presenter and a local community leader, most notably for the Leadership Circle for the Chicago Chapter of Ellevate (formerly 85 Broads). She also has a Certificate in Family Business Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.

 Board Leadership and Certifications:

  • Certificate in Family Business Advising, Family Firm Institute (FFI)
  • Think Tank Member, Purposeful Planning Institute (PPI)
  • Former Board Member, The Standard Club
  • Former co-chair of the Women’s Committee, The Standard Club

Email: dr.cfriend@inheritingwisdom.com iw-linkedin

dr-jamie-weiner

FFI-GEN-ORNG

Certificate in Family Business Advising, Family Firm Institute (FFI)

FFI-GEN-GRN

Certificate in Family Business Advising, Family Firm Institute (FFI)

A diverse background leads to intuitive solutions.

With a multi-faceted background in speaking, coaching and counseling in environments ranging from Cook County Jail to exclusive global VIP forums, Dr. Jamie Weiner’s expertise and strategic approach to guiding people helped to develop Inheriting Wisdom’s ability to transcend any complication within a family’s dynamic. As a co-creator of Inheriting Wisdom, Dr. Weiner is focused on helping families garner meaningful communication between generations and provide solutions to sustaining wealth and strengthening family legacies. His ability to address dynamics across all walks of life brings the most tentative or disruptive personality types confidence, particularly when it comes to transitioning sensitive topics into high performance behavior.

Dr. Weiner is a clinical psychologist with over 40 years experience. In addition to his work with individuals and families, he successfully designed structured programs and systems to address the broad range of challenges people face, and is credited to delivering over 100 lectures and workshops. He also has a Certificate in Family Business Advising and Family Wealth Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.

 Board Leadership and Certifications:

  • Global Board of Directors, Family Firm Institute (FFI)
  • Chair, Family Firm Institute Practitioner
  • Member of Chicagoland Study Group, Family Firm Institute (FFI)
  • Think Tank Member, Purposeful Planning Institute (PPI)
  • Certificate in Family Wealth Advising, Family Firm Institute (FFI)
  • Certificate in Family Business Advising, Family Firm Institute (FFI)

Email: dr.jweiner@inheritingwisdom.com iw-linkedin

about the team

As the Director of Client and Business Relationships, Seth Middleton is an integral part of the Inheriting Wisdom team. Acting as a main point person for clients’ administrative needs, questions or concerns, he provides non-stop consistency in business matters across the Inheriting Wisdom experience. In addition to assisting in client relationships, Seth assists in writing proposals, creates, manages and tracks task timelines and communication templates for clients who don’t have a family office or administrative resources at their fingertips.
Catalina excels in making multi-generational connections with family clients and fostering collaborative partnerships. Drawing on her diverse background and interest in communcations, psychology and business, her unique skill set allows her to work in lock-step with Inheriting Wisdom’s co-founders. Her ability to respond and understand the needs of others from C-level executives to family members, is crucial to accomplishing the firm’s mission of building high performance families.

  Inheriting Wisdom is a member of: