Eric Weiner's 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. His practice focuses on:
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 and accumlated wealth.
Business Leaders: helping them think clearly about relationships with clients and employees and define their visionary leadership skills.
Financial Advisors: helping them cultivate deep client-centered relationships and deal with emotional landmines often associated with money and accumlated wealth.
Business Leaders: helping them think clearly about relationships with clients and employees and define their visionary leadership skills.
Did you know 70% of all family estate and wealth transfers fail within two generations?
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Do some family, business or personal wealth and investment 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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