Generational Wealth
Family life is challenging. Navigating life in a family business even more so. The rising generation in a family needs to prepare for their role in the family business, and the current leaders need help with the transition. It comes down to love and trust.
Lewis’ background in life science, and thinking longterm over hundreds or thousands of years and about success over generations directly led him to becoming a financial advisor. Let’s work together help your family and wealth last for generations.
Family Office Services are done on a project basis. We can help with investment strategy, rising generation mentoring, business planning, wealth transfer, and governance.
Reach out for a conversation:
lewis@lewisweil.com or call (401) 271-1469
Make this Generation Count
The Weil family is storied name in Texas. It is one of the oldest Jewish families in the region, the family ranch was host to artists and revolutionaries, and the Weil Brother’s Grocery may very well have invented pastrami.
The family is thriving but spread out over the generations to where our legacy is now mainly our stories and legends. On the Purposeful Planning Institute Podcast Lewis discusses:
Lessons From the Ranch – Entrepreneurship and Reclaiming Our Family Stories