"Tell me and I'll forget; show me and I may remember; involve me and I'll understand."
-Chinese Proverb

 

 

Kathy Wiseman’s presentations include topics of interest to family businesses, family foundations, families of wealth and the professionals that serve them.

  • Cooperative Legacy - You helped them play together. Now help them make decisions together as heirs. Cooperative Legacy is an interactive course to develop responsible heirs and beneficiaries and prepare family members to make decisions together.

  • Stories of Succession

  • What Matters - an interactive presentation that aligns family goals with financial goals