We are dedicated to helping families find more meaningful ways to engage in what’s really happening behind the money. Through our personal experiences, we were drawn to finding solutions for what family dynamics surround these difficult situations in wealth succession and family business matters. We found that although financial advisors can guide a family’s wealth planning, they were in need of experts that could understand the family dynamics. This idea is what led to the creation of Inheriting Wisdom. Our unique process and distinct services provide guidance to help create a high performance family, starting with a single family member or the full set of family decision makers. This is called Building the Coalition of the Willing, and we believe it is a notion all families can benefit from.
View Top Employees from Inheriting WisdomWebsite | http://www.inheritingwisdom.com |
Revenue | $400000 |
Employees | 5 (2 on RocketReach) |
Founded | 2003 |
Address | 900 W. Jackson Blvd. # 7W, Chicago, Illinois 60607, US |
Phone | (312) 948-5180 |
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Industry | Individual and Family Services, Charitable Organizations & Foundations, Strategic Wealth Planning, Organizations, Advisor Training, Wealth Management, Family Governance |
Web Rank | 32 Million |
SIC | SIC Code 83 Companies, SIC Code 832 Companies |
NAICS | NAICS Code 624 Companies, NAICS Code 62 Companies |
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The Inheriting Wisdom annual revenue was $400000 in 2024.
Carolyn Friend is the Principal and Co-Founder of Inheriting Wisdom.
2 people are employed at Inheriting Wisdom.
Inheriting Wisdom is based in Chicago, Illinois.
The NAICS codes for Inheriting Wisdom are [624, 62].
The SIC codes for Inheriting Wisdom are [83, 832].