In this episode, guest host Natalie McVeigh of Oikonomia and a member of the PPI Education Development Committee is joined by Kathy Wiseman of Working Systems, Inc, The Family Portfolio and faculty at The Bowen Center for the Study of the Family, for a reflective conversation on family systems theory in practice. Together, they explore what it means to view families and organizations through a systems lens, how this perspective shapes both personal and professional journeys, and why it is so valuable when working with complex family dynamics. Drawing on Kathy’s deep experience in systems thinking, the conversation highlights practical insights for advisors seeking to better understand patterns, relationships, and long-term impact across generations.

For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in preparing the rising generation and maintain harmony, many families don’t know where to begin and when and how much to share. Often, they feel pulled toward two opposing choices: disclose everything or disclose nothing. In this sense, disclosure feels like an on/off switch. At the Merrill Center for Family Wealth®, we have developed a progressive approach that makes wealth conversations efficient and productive for families. Thus, rather than viewing wealth disclosure communications as an on/off switch, we suggest viewing it as a dimmer switch.

As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and CEO of the National Center for Family Philanthropy about what effective family philanthropy looks like today—beyond metrics and mission statements. Together they explore how clarity of purpose, equity, and family alignment can make giving both more joyful and more purposeful. Tune in for a grounded, hopeful discussion about how generosity can meet this moment with intention and impact.