Guest Speakers: Kathy K. Wiseman, Owner, Working Systems, Inc. and Co-Founder, Navigating Systems DC and Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Kolbe Certified™ Consultant
Hosts: Thomasina Williams, Founder, Sankofa Legacy Advisors and Lindsay Pope, Purposeful Planning & Trusts
Description: Our PPI Thought Leader Hour will describe what we have learned about family education focused on our experience consulting with one family over 17 years. We have been blessed with a continuous engagement with a family where we’ve learned as much from working with them as any one theoretical construct could have taught us. In addition, over the years, both of us were able to observe the learning process and apply it to theoretical frameworks. We will outline and describe both the content and the emotional process of learning in one, three generational family system where continuous learning supports their goals for the future.
Introduction to Our Guest Speakers
Kathleen Wiseman is a faculty member at the Bowen Center for the Study of the Family formerly the Georgetown University Family Center and co-director of their Differentiation at Work course for business professionals. Wiseman is a cofounder of Navigating Systems a course for family enterprise consultants, lawyers, accountants, trust officers and family office executives who want to learn more about family and how families predictably function.
She is the founder and president of Working Systems, Inc., a founding member and past president of the Family Firm Institute. Wiseman was in partnership with Charles Collier of Harvard University teaching courses titled Working with Families of Wealth.
She has edited two collections of articles: Understanding Organizations and the Emotional Side of Organizations for the Georgetown Family Center. In January 2013 she published TRUSTWORTHY – New Angles on Trusts from Beneficiaries and Trustees with Hartley Goldstone.
Wiseman received her undergraduate degree in sociology/anthropology from the University of Pennsylvania and an MBA from George Washington University. She is the 2021 recipient of the Richard Beckhart award given by the Family Firm Institute for practice excellence.
In the summer of 2015, she attended Burning Man for the first time and is now a full-fledged burner.
Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Kolbe Certified™ Consultant
Peggy Frye formed Glenayr Family Advisors LLC, in 2011 after a career in Private Banking working with high-net worth families, business owners, private equity firms, and real estate entrepreneurs. The Firm’s mission is to advise individuals and families going through major changes with the goal of making confident choices without regret.
Peggy is specifically skilled and trained to work with families whose members experience life transitions such as divorce, loss of a spouse, sale of a business, retirement, inheritance, and other important life transitions. She has also been trained to help individuals proactively plan their lives and navigate complex family issues.
She has been a Certified Financial Planner® since 1996 and achieved the Registered Life Planner® designation in 2009 from the Kinder Institute. She received her Certified Financial Transitionist® designation from the Sudden Money® Institute in 2012 and her Kolbe Certified™ Consultant designation in 2020. Peggy also continues to work with Navigating Systems in Washington, DC to help families identify ways individual family members can freely use their strengths in a family system.
In addition managing her firm and working with individuals and families, she is a member of the Sudden Money® Institute faculty, training and coaching other advisors using the Institute’s unique tools for working with clients in transition.
Peggy holds a Master of Science from Fordham University and Bachelor of Science from Southeastern Louisiana University. Peggy resides with her husband on Glenayr Farm in central Virginia where they raise Champion Airedale Terriers and Angus cattle. She met her husband while playing ice hockey in a men’s summer league, and both have continued to enjoy ice hockey.
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