My work centers on helping people successfully transfer the values, dreams, family stories, and legacies associated with money from the past to the present, and well into the future. I specialize in working with the following:

Families, helping them pass their inheritance smoothly from one generation to the next, resolving conflict and promoting harmony.

Financial Advisors, helping them cultivate deep client-centered relationships and deal with emotional landmines often associated with money.

Business Leaders, helping them think clearly about relationships with clients and employees and define their visionary leadership skills.

Did you know 70% of all estate transfers fail within two generations?
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Do some clients overwhelm you with their family and emotional issues?
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Business leaders are in crisis. Is it harder to make calm, thoughtful decisions?
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Eric Weiner, PhD

414-218-8899
ericweiner@wi.rr.com