Keeping Families Connected While Building Lasting Legacies

Dr. Eric Weiner

Secure 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 clients, advisors, and families. Through his work, financial advisors learn skills for communication and multi-generational engagement.

Testimonials

  • "I love reading your book and imagining how the gift you are giving will help so many."

    J. Hughes

  • "...a straightforward and simple workbook to help one generation share from the heart to the next generation..."

    Dan Felix, JD

  • "His presentation was well received and even instrumental in bringing a six figure gift within three weeks of the event!"

    Damon Tinnon

  • "My late husband spent days writing his Ethical Will, and I think it was one of his best gifts to his children and those who come after him."

    Mitzi Purdue

  • "Very user-friendly and an important book for all families. I plan to use it with my family when we gather for Thanksgiving. I will also recommend our synagogue gift shop add it to its collection."

    Marshall Duke, PhD