Brian Weiner

Managing Director, Co-Head of Sanctuary Global Family Office

Brian serves as co-head of the Sanctuary Global Family Office, whose services are driven by InnoVise Family Wealth Advisors, a firm he co-founded with Michael Winn in 2021. Brian leads InnoVise’s Family Office practice. Since 1996, he 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.). After government service, Brian attended Suffolk Law School in Boston, where he received his JD. 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.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees