Securing a Lasting Legacy
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. Families have values-based conversations about money and inheritance as part of their tax, legal and estate planning strategies.
Knowledge for Families and Financial Advisors
Dr. Eric Weiner brings a variety of skills to his work with affluent clients, advisors, and families. Through his work, financial advisors learn skills for communication and multi-generational engagement.