Thomasina Williams's guest appearances

Thomasina Williams

The Other Side Of Potential

R.O.G. Return on Generosity

Enterprising Families Podcast

The Family Biz Show

Belonging in the USA: The Podcast

Tsitsi Mutendi

Steve Legler

Dov Baron

Sharon Spano

Jane Beddall

Dennis Jaffe

Chris Yonker

Shannon Miles

Arnold Palmer

Rob Brown

Mike McCarthy

John Brown

Michael Robinson

Jennifer Murphy

Carl Allen

OwlTail

66. Thomasina Williams  - Taking Space “There's something about being outside in nature. If you can't go outside, just walk around the floor..movement. It's in our bodies and we've got to somehow get that anxiety and that tension out of our bodies.”  Guest Info: Thomasina Williams partners with families to develop leaders. Working at the intersection of family business, family systems, and leadership development, she helps clients build multigenerational legacies of connected and capable families, who are engaged stewards of their resources. Clients have described her as their “high-beams,” lighting the way and guiding them through unfamiliar and uncomfortable territory. An accomplished lawyer and philanthropy strategist, Thomasina is the founder of Sankofa Legacy Advisors. Her signature work gathers and guides Family Enterprise Women ( “The F.E.W."TM) to propel their leadership and legacy to the next level. Regardless of whether they own or work in the business, she helps them live into the fullness of who they are, simplify the complexities of family, and navigate the challenges of combining family and finances.  Thomasina was the first consultant Wells Fargo Private Bank hired to come in-house and play a leadership role in building a new line of business to help its ultra-high net worth clients navigate the family relationships side of wealth. Thomasina goes beyond conventional approaches to help family members individually and collectively understand the relationship systems that drive their ability to sustain wealth and well-being across multiple generations. As a result of working with her, family members begin to see and explore possibilities they had not considered previously, leading to increased self-awareness, stronger family relationships, and reduced family financial risks. Learning about the “shirtsleeves-to-shirtsleeves in three generations” phenomenon, by which 70 to 90 percent of families lose their wealth by the end of the third generation – and realizing that her own family was among these alarming statistics – fuels her passion to help families beat the odds and build enduring legacies. Thomasina is an advisor to advisors within her field. She serves on the advisory board of privately held Purposeful Planning Institute, and on the board of nonprofit Galliard Family Business Advisor Institute. Beyond the field of family advising, she is a member of the advisory board of privately held Enterprising Women magazine, and is in the processing of transitioning from the board of nonprofit Search Inside Yourself Leadership Institute to the board of its new for-profit subsidiary. Favorite Quote: "Those to whom much is given, much is required." R.O.G. Takeaway Tips: Take Space for ourselves and others. Questions we can ask ourselves:  Is this something I want to respond to now?    What might be the other influences and broader context?    How can I interpret this situation with generosity?    Give ourselves and others space and the benefit of the doubt. Resources: SankofaLegacyValues.com Thomasina Williams on LinkedIn (in/Thomasina-h-Williams)  Coming Next:  Episode 67: We will be joined by Dave Raymond, the original Philly Phanatic!    Credits: Thomasina Williams, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc.

66. Thomasina Williams  - Taking Space “There's something about being outside in nature. If you can't go outside, just walk around the floor..movement. It's in our bodies and we've got to somehow get that anxiety and that tension out of our bodies.” Guest Info: Thomasina Williams partners with families to develop leaders. Working at the intersection of family business, family systems, and leadership development, she helps clients build multigenerational legacies of connected and capable families, who are engaged stewards of their resources. Clients have described her as their “high-beams,” lighting the way and guiding them through unfamiliar and uncomfortable territory. An accomplished lawyer and philanthropy strategist, Thomasina is the founder of Sankofa Legacy Advisors. Her signature work gathers and guides Family Enterprise Women ( “The F.E.W."TM) to propel their leadership and legacy to the next level. Regardless of whether they own or work in the business, she helps them live into the fullness of who they are, simplify the complexities of family, and navigate the challenges of combining family and finances.  Thomasina was the first consultant Wells Fargo Private Bank hired to come in-house and play a leadership role in building a new line of business to help its ultra-high net worth clients navigate the family relationships side of wealth. Thomasina goes beyond conventional approaches to help family members individually and collectively understand the relationship systems that drive their ability to sustain wealth and well-being across multiple generations. As a result of working with her, family members begin to see and explore possibilities they had not considered previously, leading to increased self-awareness, stronger family relationships, and reduced family financial risks. Learning about the “shirtsleeves-to-shirtsleeves in three generations” phenomenon, by which 70 to 90 percent of families lose their wealth by the end of the third generation – and realizing that her own family was among these alarming statistics – fuels her passion to help families beat the odds and build enduring legacies. Thomasina is an advisor to advisors within her field. She serves on the advisory board of privately held Purposeful Planning Institute, and on the board of nonprofit Galliard Family Business Advisor Institute. Beyond the field of family advising, she is a member of the advisory board of privately held Enterprising Women magazine, and is in the processing of transitioning from the board of nonprofit Search Inside Yourself Leadership Institute to the board of its new for-profit subsidiary. Favorite Quote: "Those to whom much is given, much is required." R.O.G. Takeaway Tips: Take Space for ourselves and others. Questions we can ask ourselves: <ol><li> Is this something I want to respond to now?  </li> <li> What might be the other influences and broader context?  </li> <li> How can I interpret this situation with generosity?  </li> </ol> Give ourselves and others space and the benefit of the doubt. Resources: <ul><li><a href="https://www.sankofalegacyadvisors.com/" rel="nofollow" target="_blank">SankofaLegacyValues.com</a></li> <li>Thomasina Williams on <a href="https://www.linkedin.com/in/thomasina-h-williams/" rel="nofollow" target="_blank">LinkedIn</a> (in/Thomasina-h-Williams)</li> </ul> Coming Next: Episode 67: We will be joined by Dave Raymond, the original Philly Phanatic!  Credits: <a href="https://www.linkedin.com/in/thomasina-h-williams/" rel="nofollow" target="_blank">Thomasina Williams</a>, <a href="https://sheepjam.com/" rel="nofollow" target="_blank">Sheep Jam Productions</a>, Host <a href="https://bridgebetween.com/coaches/shannon-cassidy" rel="nofollow" target="_blank">Shannon Cassidy, Bridge Between, Inc.</a>

66. Thomasina Williams  - Taking Space

Kathy Wiseman

You'll Learn:  What does it mean to say that “families are emotional systems”?   What is the practical impact for family business owners and their families of understanding their families as emotional systems? How is it relevant to navigating issues such as ownership of the business, entry into and exit from the business, family employment policies, leadership transitions, and conflicts?   How can family business owners use the awareness of families as emotional systems to strengthen their leadership both within their businesses and within their families?  KATHLEEN (KATHY) K. WISEMAN Founder &amp; Principal, Working Systems, Inc.*  Co-Founder &amp; Principal, Navigating Systems*  Kathy’s interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change.  Kathy holds a B.A. from the University of Pennsylvania and an MBA from George Washington University. She is a board member of the Woman’s Growth Capital Fund, Canada Alamosa Institute, and the Jewish Council for the Aging. She speaks and writes for a national audience. Kathy has also co-authored three books, Understanding Organizations,The Emotional Side of Organizations, and Trustworthy:  New Angles on Trusts from Beneficiaries and Trustees.  Kathy is a faculty member at The Bowen Center for the Study of the Family. She is a Co-Founder of Navigating Systems, a learning forum dedicated to improving one’s functioning through application of the principles that define Bowen Family Systems Theory.  Kathy is also an adjunct faculty at the George Washington University School of Business, where she heads the Institute for Succession. She has served as a Dean of the Family Office Exchange Learning Academy, and as the President of the Family Firm Institute Education and Research Foundation.   Kathy can be reached at:  202.812.1449; Kathy@WorkingSystemsInc.net.    THOMASINA H. WILLIAMS  Founder &amp; Principal, Sankofa Legacy Advisors, Inc.*  Thomasina serves as a Strategic Thought Partner, Consultant and Executive Coach to enterprising families throughout the nation, helping them have conversations about sensitive subjects, resolve challenging conflicts and make difficult decisions, so that family members blossom, families flourish, and their businesses thrive.  Thomasina was the first in-house consultant hired by Wells Fargo Private Bank to play a leadership role in developing its offering to help ultra-high net worth families navigate generational wealth transitions. She also has served as a consultant with a leading family enterprise consulting firm, published articles, presented to international audiences, and conducted trainings for professional advisors to families.   Prior to her work with business-owning families, Thomasina practiced law for more than 20 years, rising in three years to become a partner in a major full-service law firm headquartered in Miami, FL. She went on to co-found the first Black-owned law firm in Miami with a primarily corporate clientele. The South Florida Legal Guide recognized Thomasina as one of the “Top 250 Lawyers in South Florida,” and the Miami-Dade County Commission acknowledged her extensive pro bono legal work on high-profile public interest cases by naming a day in her honor.    She also worked in institutional philanthropy in New York City where she was a program officer with the second largest private foundation in the country and invested more than $42 million strengthening non-profit organizations.   Thomasina earned a BA from Mount Holyoke College, and a JD from the University of Michigan Law School.  She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute.  She is also a member of the Purposeful Planning Institute, where she serves on its Advisory Board; the Galliard Family Business Advisor Institute, a non-profit on whose Board she also serves; the Independent Trustee Alliance; and The Florida Bar.  Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.    Thomasina can be reached at:  786.473.6145; THWilliams@SankofaLegacyAdvisors.com.  ----- Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  CRN- 3436846-020321  *Not affiliated with Lincoln Financial Advisors Corp.  

You'll Learn: <ul> <li>What does it mean to say that “families are emotional systems”?  </li> <li>What is the practical impact for family business owners and their families of understanding their families as emotional systems?</li> <li>How is it relevant to navigating issues such as ownership of the business, entry into and exit from the business, family employment policies, leadership transitions, and conflicts? </li> </ul> How can family business owners use the awareness of families as emotional systems to strengthen their leadership both within their businesses and within their families?  KATHLEEN (KATHY) K. WISEMAN Founder &amp; Principal, <a href="https://kathywiseman.com/" rel="noopener nofollow" target="_blank">Working Systems, Inc.</a>*  Co-Founder &amp; Principal, <a href="https://www.navigatingsystemsdc.com/" rel="noopener nofollow" target="_blank">Navigating Systems</a>*  Kathy’s interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change.  Kathy holds a B.A. from the University of Pennsylvania and an MBA from George Washington University. She is a board member of the Woman’s Growth Capital Fund, Canada Alamosa Institute, and the Jewish Council for the Aging. She speaks and writes for a national audience. Kathy has also co-authored three books, Understanding Organizations,The Emotional Side of Organizations, and Trustworthy:  New Angles on Trusts from Beneficiaries and Trustees.  Kathy is a faculty member at The Bowen Center for the Study of the Family. She is a Co-Founder of Navigating Systems, a learning forum dedicated to improving one’s functioning through application of the principles that define Bowen Family Systems Theory.  Kathy is also an adjunct faculty at the George Washington University School of Business, where she heads the Institute for Succession. She has served as a Dean of the Family Office Exchange Learning Academy, and as the President of the Family Firm Institute Education and Research Foundation.   Kathy can be reached at:  202.812.1449; <a href="mailto:Kathy@WorkingSystemsInc.net" rel="noopener">Kathy@WorkingSystemsInc.net</a>.   THOMASINA H. WILLIAMS  Founder &amp; Principal, <a href="https://www.sankofalegacyadvisors.com/" rel="noopener nofollow" target="_blank">Sankofa Legacy Advisors, Inc.</a>*  Thomasina serves as a Strategic Thought Partner, Consultant and Executive Coach to enterprising families throughout the nation, helping them have conversations about sensitive subjects, resolve challenging conflicts and make difficult decisions, so that family members blossom, families flourish, and their businesses thrive.  Thomasina was the first in-house consultant hired by Wells Fargo Private Bank to play a leadership role in developing its offering to help ultra-high net worth families navigate generational wealth transitions. She also has served as a consultant with a leading family enterprise consulting firm, published articles, presented to international audiences, and conducted trainings for professional advisors to families.   Prior to her work with business-owning families, Thomasina practiced law for more than 20 years, rising in three years to become a partner in a major full-service law firm headquartered in Miami, FL. She went on to co-found the first Black-owned law firm in Miami with a primarily corporate clientele. The South Florida Legal Guide recognized Thomasina as one of the “Top 250 Lawyers in South Florida,” and the Miami-Dade County Commission acknowledged her extensive pro bono legal work on high-profile public interest cases by naming a day in her honor.    She also worked in institutional philanthropy in New York City where she was a program officer with the second largest private foundation in the country and invested more than $42 million strengthening non-profit organizations.   Thomasina earned a BA from Mount Holyoke College, and a JD from the University of Michigan Law School.  She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute.  She is also a member of the Purposeful Planning Institute, where she serves on its Advisory Board; the Galliard Family Business Advisor Institute, a non-profit on whose Board she also serves; the Independent Trustee Alliance; and The Florida Bar.  Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.    Thomasina can be reached at:  786.473.6145; <a href="mailto:THWilliams@SankofaLegacyAdvisors.com" rel="noopener">THWilliams@SankofaLegacyAdvisors.com</a>.  ----- Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  CRN- 3436846-020321  *Not affiliated with Lincoln Financial Advisors Corp.

22. Family is the Heart of Family Business with Guests with Kathy Wiseman and Thomasina Williams

Thomasina Williams shares on importance of legacy in a family business. Focusing on how heritage can strengthen the business and the family. About: Thomasina H. Williams serves as a Strategic Thought Partner, Consultant and Coach to Enterprising Families.  She works with clients to advance generational success as their family legacy, by being as intentional in developing their family’s human capital as they are in growing their financial capital. Through their work with her, clients develop the capacity to have sensitive conversations, make difficult decisions, and be purposeful stewards, while navigating the complexities that come with combining family and finances. Thomasina was the first in-house consultant hired by one of the nation’s largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted trainings addressing issues of legacy family planning. She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida’s leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work. Thereafter, Thomasina relocated to New York, where she served for six years as a program officer at the nation’s second largest private philanthropic foundation, and invested more than $42 million in grants to strengthen non-profits and the non-profit sector. Thomasina earned a Bachelor of Arts degree from Mount Holyoke College, and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.

Thomasina Williams shares on importance of legacy in a family business. Focusing on how heritage can strengthen the business and the family. About: Thomasina H. Williams serves as a Strategic Thought Partner, Consultant and Coach to Enterprising Families.  She works with clients to advance generational success as their family legacy, by being as intentional in developing their family’s human capital as they are in growing their financial capital. Through their work with her, clients develop the capacity to have sensitive conversations, make difficult decisions, and be purposeful stewards, while navigating the complexities that come with combining family and finances. Thomasina was the first in-house consultant hired by one of the nation’s largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted trainings addressing issues of legacy family planning. She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida’s leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work. Thereafter, Thomasina relocated to New York, where she served for six years as a program officer at the nation’s second largest private philanthropic foundation, and invested more than $42 million in grants to strengthen non-profits and the non-profit sector. Thomasina earned a Bachelor of Arts degree from Mount Holyoke College, and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.

Thomasina Williams shares on importance of legacy in a family business. 

Thomasina H. Williams serves as a Strategic Thought Partner, Consultant, and Coach to Enterprising Families. She works with clients to advance generational success as their family legacy, by being as intentional in developing their family’s human capital as they are in growing their financial capital. Thomasina was the first in-house consultant hired by one of the nation’s largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted training addressing issues of legacy family planning. She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida’s leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work. Thomasina earned a Bachelor of Arts degree from Mount Holyoke College and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine. What you will learn in this episode:  Why Thomasina chose to move into the field of family dynamics and legacies after moving to New York to pursue her passion in philanthropic work Why there is a global phenomenon where a generation builds wealth, the next generation adapts to the wealth, and then the third generation loses it and has to rebuild Why a lack of communication within a family often leads to a loss of wealth, and how Thomasina’s own family is an example of this trend Why society needs leadership right now, and how family businesses can step into that role and demonstrate leadership for their communities Why the information we take in has a drastic impact on our mindset, and why it is important to practice self-care before trying to take care of others Why business owners should be proactive in having important conversations about money and finances with their children to help maintain intergenerational wealth What key steps family business owners can take to help second- and third-generation business leaders prepare themselves to take over the family business Why bringing family members into a family-owned business who are underqualified for their role is a widespread problem Why setting up a “family governance” plan is a good step to take, and why business founders sometimes have trouble letting go of their control Why transition planning is the responsibility of both the outgoing and incoming generational leaders, and why planning should address the needs of both groups  Resources:  Website: www.sankofalegacyadvisors.com LinkedIn: www.linkedin.com/in/thomasina-h-williams/  Additional Resources:  Website: sharonspano.com Book: thetimemoneybook.com Events

Thomasina H. Williams serves as a Strategic Thought Partner, Consultant, and Coach to Enterprising Families. She works with clients to advance generational success as their family legacy, by being as intentional in developing their family’s human capital as they are in growing their financial capital. Thomasina was the first in-house consultant hired by one of the nation’s largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted training addressing issues of legacy family planning. She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida’s leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work. Thomasina earned a Bachelor of Arts degree from Mount Holyoke College and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine. What you will learn in this episode: <ul> <li>Why Thomasina chose to move into the field of family dynamics and legacies after moving to New York to pursue her passion in philanthropic work</li> <li>Why there is a global phenomenon where a generation builds wealth, the next generation adapts to the wealth, and then the third generation loses it and has to rebuild</li> <li>Why a lack of communication within a family often leads to a loss of wealth, and how Thomasina’s own family is an example of this trend</li> <li>Why society needs leadership right now, and how family businesses can step into that role and demonstrate leadership for their communities</li> <li>Why the information we take in has a drastic impact on our mindset, and why it is important to practice self-care before trying to take care of others</li> <li>Why business owners should be proactive in having important conversations about money and finances with their children to help maintain intergenerational wealth</li> <li>What key steps family business owners can take to help second- and third-generation business leaders prepare themselves to take over the family business</li> <li>Why bringing family members into a family-owned business who are underqualified for their role is a widespread problem</li> <li>Why setting up a “family governance” plan is a good step to take, and why business founders sometimes have trouble letting go of their control</li> <li>Why transition planning is the responsibility of both the outgoing and incoming generational leaders, and why planning should address the needs of both groups</li> </ul> Resources: <ul> <li>Website: <a href="http://www.sankofalegacyadvisors.com/" rel="noopener noreferrer nofollow" target="_blank">www.sankofalegacyadvisors.com</a></li> <li>LinkedIn: <a href="http://www.linkedin.com/in/thomasina-h-williams/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/thomasina-h-williams/</a></li> </ul> Additional Resources: <ul> <li>Website: <a href="https://sharonspano.com/" rel="noopener noreferrer nofollow" target="_blank">sharonspano.com</a></li> <li>Book: <a href="https://thetimemoneybook.com/" rel="noopener noreferrer nofollow" target="_blank">thetimemoneybook.com</a></li> <li>Events</li></ul>