Episode notes
In this episode with Kathy Wiseman and Teresa Edmondson we discuss the relationship side of family wealth transfer, how organizations operate as emotional units, and how families can address business and financial challenges by taking a broader, systemic view of the problem.
Kathy and Teresa's collaborative project is The Family Portfolio, which offers a new approach to navigating the intersection of wealth and family. It engages and calms the family, drawing out the latent wisdom and unseen solutions necessary for the family to resolve their wealth transfer dilemmas and concerns. You can visit The Family Portfolio @ https://thefamilyportfolio.com/
Kathy Wiseman's contact information: