Inheriting Wisdom

Inheriting Wisdom is a privately held company based in Chicago, Illinois, with 5 to 9 employees. Founded to address the unique challenges families face in wealth succession and family business matters, the company has generated approximately $2.5 million in revenue. Inheriting Wisdom offers guidance and services designed to enhance family dynamics surrounding financial matters. Their approach focuses on creating a "Coalition of the Willing," involving family members in the process of building a high-performing family unit. This can range from supporting individual family members to facilitating collaboration among all key decision-makers. The company's founders drew on their personal experiences to develop a distinct process that complements traditional financial planning provided by advisors. They recognize the importance of understanding the intricate family dynamics at play when navigating complex wealth transitions. For more information about Inheriting Wisdom and their services, visit their website at inheritingwisdom.com.