Trustees & Beneficiaries – How to Make These “Arranged Marriages” Work
Date: Thursday, March 1, 2018
Time: 12:00pm - 1:30pm
Location: Kenwood Country Club, 5601 River Rd, Bethesda, MD 20816
Speaker: Kathy Wiseman, Working Systems, Inc.
About the Program:
Kathy Wiseman will share her thoughts on how to begin to manage one of the most challenging relationships known to man – beneficiary and trustee. This is not a discussion about the legal or investment aspects, but rather is a dialogue on how to successfully navigate these conflict-prone relationships. With her practical experience and case studies, she will speak to how it can be done!
About the Speaker:
Kathy Wiseman is a faculty member at the Bowen Center for the Study of the Family formerly the Georgetown University Family Center. She is the founder and president of Working Systems, Inc., a founding member and past president of the Family Firm Institute. Ms. Wiseman is a cofounder of Navigating Systems a course for lawyers, accounts, trust officers and family office executives who want to learn more about family and how families predictably function. She was in partnership with Charles Collier of Harvard University teaching a course titled Working with Families of Wealth. Ms. Wiseman is on the Leadership council of WAMU the public radio station in Washington DC , (JCA) The Jewish Council for Aging and The Canada Alamosa Institute in Monticello, New Mexico.
Ms. Wiseman 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.
- Buffet lunch is served at 12:00 noon and the program begins at 12:30 p.m.
- Members may attend at no cost.
- Guests are warmly welcome when accompanying a member host.
A guest fee of $50 applies.
- Free parking.
Thank you to our Signature Sponsor
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