About Us
We developed The Family Portfolio to answer your clients’ quiet call for an additional kind of guidance. We move beyond checklists and assessments to a shift in perspective where new insights can be seen and actions taken. We support client families across the globe, offering both in-person and virtual engagements.
About Us
We developed The Family Portfolio to answer your clients’ quiet call for an additional kind of guidance. We move beyond checklists and assessments to a shift in perspective where new insights can be seen and actions taken. We support client families across the globe, offering both in-person and virtual engagements.
We are Kathy Wiseman and Teresa Edmondson, co-founders of The Family Portfolio.
KATHY WISEMAN is an internationally-acclaimed leader, speaker, and consultant in both family wealth transfer and Bowen Family Systems Theory. Through her company, Working Systems, Inc., Kathy consults with forward thinking clients, evolving a singular and sought-after approach. Kathy’s secret to keeping her work fresh and modern is her adventurous mind, deep curiosity, and innate drive to turn theory into action. Her humor and fascination with people and story make her a relevant thought partner to all generations.. She has worked with financial institutions and family offices to develop tools, experiences, and curricula. She equips advisors and their clients to uncover hidden solutions as they respond more thoughtfully and less reactively to family relationship challenges in the wealth transfer process.
Should your clients tell the kids how much money they have?
Click here to listen to Kathy and Teresa discuss this delicate subject on their podcast.
TERESA EDMONDSON is the founder/owner of Edmondson Consulting Group and is an international business and family systems consultant. She is a dynamic speaker, and coaches leaders and teams at the highest levels in Fortune 100 companies. Teresa guides smart, opinionated leaders around the world to do their best thinking during times of high stress and change. Her magic is seeing the potential of the moment, and then engaging with families and leaders in ways that unlock their thinking, neutralize the turmoil, and set in motion a natural sequence of powerful shifts. She creates a climate that inspires individuals to see a better path forward, and to find within themselves what is necessary to “meet the moment.”
