Stories of Succession   A Systems View   Cooperative Legacy   Family Mission Statements   Purchase/Register   Families of Wealth
"Man's mind stretched to a new idea never goes back to its original dimensions"
- Oliver Wendell Holmes

 

Seminars

Charles Collier and Kathy Wiseman bring you the Families of Wealth workshop, which will enable you to have more authentic conversations that guide clients and donors to thoughtful decisions regarding their investments, estate planning, and philanthropy. Click here to register.

Click here to request information on the Stories of Succession seminars. To book Kathy Wiseman and the Stories of Succession seminar for your organization, call Bloom Consulting + Publishing at 703.237.1144.

A Systems View

Kathy Wiseman and Dan Papero have joined forces to bring you an insightful six disk set of audio conversations on applying systems theory to the workplace.

Click here to learn more about A Systems View.

Cooperative Legacy

COOPERATIVE LEGACY picks up where scrapbooking and genealogy leave off. It is all about capturing family themes that go beyond platitudes, interviews that amplify awareness, and pooling the past to focus your future.

COOPERATIVE LEGACY is a case of outsiders listening in a way that encourages you to hear your family's natural narrative—it is the high-tech equivalent of sitting around the campfire regenerating an oral tradition.

COOPERATIVE LEGACY is brought to you by three people – Kathy Wiseman, Jan Black and Frank Gregorsky -- who among them have 85 years of consulting, interviewing and family-definition experience

COOPERATIVE LEGACY is who you have been, and what you have done, as applied to where your family enterprise would like to go...

Click here to learn more about Cooperative Legacy.

Family Mission Statements

A Family Mission Statement is the darling of every consultant who works with family businesses or foundations. What matters about the mission statement is that it provides assistance to the family as it moves into the future only when it represents the real life experience of the family itself and not the platitudes that all of us would all like to live by.

With the help of Frank Gregorsky we have developed a process that surfaces the rich experiences of the family such that they can then be harvested for a mission statement.

What happens is this. Frank audio records each family member involved in developing the family mission statement whether it be a family foundation or business board or siblings sharing assets. The questions that the family members answer are ones that describe from different points of view those experiences and challenges that have enabled the family to thrive and survive. Using real life examples grounds the comments in the actual experience of the family. Once recorded these stories on cd’s are then sent to each family member to listen to the thinking of others.

Once shared, the family meets to develop the principles that represent the family. These principles are the basis for the mission statement. The mission statement that is created is a deeply relevant document that is supported by the history and narrative of the family.