speaking engagements & events

January 2015
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EVENTS

Speaking Engagement: February 11, 2015

Wine Wednesday University
POMS, Woodland Hills, CA

Speaking Engagement: February 24, 2015

Making Intelligent Decisions in an Overwhelming World
University Club of Chicago, Chicago, IL

Speaking Engagement: March 16, 2015

Lido Family Office Investment Symposium
Los Angeles, California

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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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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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