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.