Inheriting Wisdom was founded in 2004 by Dr. Carolyn Friend and Dr. James Weiner. Located in a loft on the western perimeter of Chicago’s Loop, Inheriting Wisdom is a specialty consulting firm that designs Legacy Plans for families, and provides training on legacy issues for their wealth advisors.
Drs. Friend and Weiner, clinical psychologists, designed and created Inheriting Wisdom: The Legacy Process that Reaches Across Generations. This innovative, self-discovery process equips affluent families with the practical tools to identify their values, traditions, and guiding principles. The purpose of the process is to provide families and their wealth advisors an intentional strategy for passing on more than just assets to the next generation. Legacy Planning promises families the chance to affect the course of family history by passing along their wisdom while distributing their assets.
Dr. Carolyn Friend and Dr. James Weiner are co-authors of The Legacy Conversation: the missing gem in wealth planning, and Conversation Starters, a card game for families to begin their legacy conversation. Drs. Friend and Weiner are also the founders of The Gen-T Legacy Institute, a center for thought leadership and best practices in family legacy planning disciplines.