Our
Team

Michael Winn is Co-Founder of InnoVise Family Wealth Advisors, an advisory and investment management firm, serving affluent individuals and families, business owners, entrepreneurs and high net worth investors. He leads the estate planning, business succession and pre-event planning practice. He works closely with national tax experts in key areas of taxation.

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.

Rick Lange is a Director of Business Development for InnoVise Family Wealth Advisors. In this role, he consults with UHNW clients to develop and implement comprehensive family office solutions, with a focus on those with accounting and financial advisory needs.

Jean is a Senior Advisor for InnoVise Family Wealth Advisors and an integral part of InnoVise's global family office service offering. For over 40 years, Jean has worked as an attorney and an international tax expert on behalf of multi-national companies and family offices throughout Europe, the Middle East and the United States.

Zoë Joel is the Client Manager at InnoVise Family Wealth Advisors. In this role, she acts as a primary point of contact for clients and strategic partners with a focus on delivering exceptional service. Since 2007, Zoë has served in client management roles within real estate, tech and logistics firms.

As Director of Accounting Services for Innovise , Ms. Eratac’s primary responsibility is to review and analyze monthly financial reporting for adherence to both internal policies and accounting standards. This includes maintaining accuracy of the accounting database, intercompany balances, reconciliation of general ledgers, inventory, revenue & expense allocations, chargebacks.

Erika Munson serves as Controller & Family Office Services at InnoVise Family Wealth Advisors. Erika is a seasoned finance professional with over ten years of experience in family office, private investment firm, and tax accounting, specific to ultra-high-net-worth and multigenerational families.

With over ten years of experience, Kristine has worked in accounting, real estate and property management. She has handled the full cycle accounting for large condominium complexes and assisting real estate investors with purchasing and managing investment properties. Kristine received a BSBA in Finance from Suffolk University's Sawyer Business School in Boston, MA.