Dr. Eric Weiner is a consultant, speaker, and therapist. He brings a variety of skills to his work with affluent clients and advisors. Services include the facilitation of intergenerational family meetings and client-centered training for financial advisors. He helps families have values-based conversations about money and inheritance as part of their tax and legal estate planning strategies. His passion is to help families define a legacy that preserves both financial assets and family relationships over time.
His award-winning book “Words from the HEART: A Practical Guide to Writing an Ethical Will” is a tool that assists families in defining what matters most in the inheritance preparation process. His books are used by foundations, financial planners, estate planning attorneys, hospice organizations, senior living centers, religious organizations, and philanthropic organizations and their donors. He is an experienced speaker and has given numerous presentations to companies including Northwestern Mutual Life, The National Association of Personal Financial Advisors, and Northern Trust Bank. His latest book, “Ethical Wills: Words from the Jewish HEART,” was published in the spring of 2015.
His professional training includes a Doctorate in Marriage and Family Therapy from Kansas State University, and academic appointments at the Medical College of Wisconsin and Michigan State University.