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The Meaningful Conversation
The current moment has increased the significance of engaging with our families and communities. We are communicating virtually and have been challenged to connect in important ways without our in- person gatherings and family traditions. Read Morecreating 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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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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