On The Burden Of Wealth w/ Brian Weiner

CO-FOUNDER, MANAGING PARTNER

t: 310.388.0018| e: bweiner@innovisefwa.com

Brian Weiner is a Co-Founder and Managing Partner of InnoVise Family Wealth Advisors and leads the firm’s Family Office practice. Since 1996, Mr. Weiner has served as an independent fiduciary and strategic advisor to high-net-worth families and family offices globally.

Brian began his career as the Deputy Trade Commissioner for the Government of Israel (Southwestern U.S.), where he facilitated joint ventures and strategic partnerships on behalf of U.S. and Israeli companies. After government service, Brian attended Suffolk Law School in Boston, where he received his juris doctorate. Following law school, he joined Citi-Smith Barney to build a wealth management group focused on family offices services. In 2004, Brian founded Allied Advisors in order to offer families truly independent and unbiased advice. After successfully building this business to advise on over $3 Billion of family wealth, Brian sold the firm in 2009. He then founded BW Consulting, a multi- family office that represented families in the U.S., Europe, and the Middle East.

Brian is an active member of Young Presidents’ Organization (YPO). He is a member of the Circle of Founders of the new Motion Picture Academy Museum and is a co- founder of the Citizens’ Empowerment Center in Israel.

Brian is a graduate of UC Santa Barbara with a Bachelor’s degree in political science.

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