Keith Whitaker on the Secret to Living Well with Wealth

Whether we realize it or not, we're are constantly building character. It could be good or bad, but our character is always in formation. Keith Whitaker, president of Wise Counsel Research talks with Andrew Doust, director of Kore Venture, about the essential role of good character in living life well as an individual of wealth.


Keith is President of Wise Counsel Research. He has consulted for many years with leaders of enterprising families, helping them plan succession, develop next generation talent, and communicate around estate planning. With a background in education and philanthropy, he enables family leaders to better understand their values and goals as well as to have a positive impact on the world around them. Family Wealth Report named Keith the 2015 "outstanding contributor to wealth management thought-leadership."

Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, an adjunct assistant professor of philosophy at Boston College, and a director of a private foundation. He was also a special assistant to the President of Boston University.

Keith’s writings and commentary have appeared in The Wall Street JournalThe New York TimesThe Financial Times, Claremont Review of Books, and Philanthropy Magazine. His Wealth and the Will of God appeared in 2010 from Indiana University Press and he is co-author of The Cycle of the Gift, The Voice of the Rising GenerationFamily Trusts, Complete Family Wealth, and Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask, all published by Wiley / Bloomberg Press.

Keith holds a Ph.D. in Social Thought from the University of Chicago and a BA and MA in Classics and Philosophy from Boston University. He is Chairman of the board of directors of the National Association of Scholars.


Ed Brooks on Why Success Begins With Character

The executive director of The Oxford Character Project and content partner on Kore Venture,  Ed Brooks, speaks on character. Why is character important to a successful life? How we can begin to cultivate it?


Dr Edward Brooks is the Executive Director of the Oxford Character Project and also heads the Global Leadership Initiative. His academic work focuses on how the virtue of hope might be understood and cultivated in late modernity. Ed came to Oxford to study history at Magdalen in 1999, returning in 2010 following a few years in South Africa. Much of Ed’s first Oxford life was spent on the rugby pitch; these days you are more likely to find him on a long training run in the hills around Oxford. He is married to Liubov and kept busy by three “energetic” young children, Sophia, Felix and Alexa.


Dave Evans on Designing Your Life

Co-founder of the Stanford University Life Design Lab and co-author of the best-selling book, Designing Your Life, Dave Evans shares his insights on life design as well as tips for those in families of wealth. Evans also co-authored the recently published Designing Your Work Life.


From saving the seals to solving the energy crisis, from imagining the first computer mice to redefining software — Dave’s been on a mission, including helping others to find theirs. Starting at Stanford with dreams of following Jacques Cousteau as a marine biologist, Dave realized (a bit late) that he was lousy at it and shifted to mechanical engineering with an eye on the energy problem. After four years in alternative energy, it was clear that this idea’s time hadn’t come yet. So while en route to biomedical engineering, Dave accepted an invitation to work for Apple, where he led product marketing for  the mouse team and introduced laser printing to the masses. When Dave’s boss at Apple left to start Electronic Arts, Dave joined as the company’s first VP of Talent, dedicated to making “software worthy of the minds that use it.”

Having participated in forming the corporate cultures at Apple and EA, Dave decided his best work was in helping organizations build creative environments where people could do great work and love doing it. So he went out on his own; working with start-up teams, corporate executives, non-profit leaders, and countless young adults. They were all asking the same question. “What should I do with my life?” Helping people get traction on that question finally took Dave to Cal and Stanford and continues to be his life’s work.

Dave holds a BS and MS in Mechanical Engineering from Stanford and a graduate diploma in Contemplative Spirituality from San Francisco Theological Seminary.


Eric & Jennifer Garcia on Building Relational Wealth

Relational wealth advisors, Eric and Jennifer Garcia, share their insights on how to build trust and unity within families of wealth.


Eric and Jennifer Garcia are the cofounders of the Relational Wealth Advisors® (RWA).

Since 2010, they have focused on serving high net worth and ultra-high net worth families in building multigenerational family trust and unity, and the governance that sustains the family. Eric and Jennifer’s priority on building a high trust culture is key to this transformational work with individuals, couples, and families.

Partnering with these families to educate and empower their future generations is a powerful experience. One of the most fulfilling aspects of their work is assisting heirs/next gens to understand who they are as individuals, as family members, and as members of the culture.

As families co-create a new normal around relational health and family connection, they also have an opportunity to create family governance. In doing so, this makes the multi-generational dream for the family, and family enterprise, achievable.

Eric and Jennifer have developed a certification program to train other professionals in the Relational Wealth Process®, and Family University™. These resources and services are proving to be critical in serving the global need in this unique niche.

The Garcias have extensive backgrounds in family enterprises, non-profit organizations, and marriage and family education and ministry. Their passion is impacting future generations by transforming marriages and families today.

Eric and Jennifer have been married since 1991. They have four adult children and live in Phoenix, Arizona.


Chris Hudson on Building Emotional Resilience

Life coach and founder of Understanding Teenagers, Chris Hudson, explains what emotional resilience is, how to build it, and how families of wealth can help their children develop it.


Chris has been working with young people and families for over 20 years. Since starting his professional life as a youth worker, he has never lost his passion to help young people discover meaning and purpose in life. Serving as one of the coaches in the Kore Venture program allows him to indulge his passion by walking beside participants who are finding their place in the world and their family.

As the founder of Understanding Teenagers, Chris is dedicated to helping adults build strong relationships with the young people in their lives. Through his personal coaching, speaking and consulting, he equips people in his home country of Australia, and around the world, to connect across generations and build strong, life-giving relationships. Chris brings with him expertise in a variety of areas related to helping young people navigate life, including identity formation, motivation, resilience, and behavioral change.

Chris has a Master’s degree in Education and has completed studies in theology, youth work, and counseling. He lives on the South Coast of NSW Australia with his wife Belinda and three awesome kids.


Navigating Wealth with Wisdom: a Family Perspective

A family shares what they did to help their rising gen navigate the responsibilities and complexities of wealth.

It hasn't always been easy. But before she could embrace her wealth, Maddie had to discover who she was and find a community of like-minded individuals who shared some of her same resources and challenges.


For further reading on the topic: Dennis Jaffe, Forbes contributor and family enterprise consultant wrote an article about How Wealthy Families Develop New Families Leaders, featuring stories from families of wealth and our own program, Kore Venture.


Dennis Jaffe on Becoming a Generative Family

Only a few families of wealth have managed to become generative families and maintain their wealth through multiple generations. Dennis Jaffe, leading architect in the field of family enterprise consulting, studied these families and what made them successful. In his KORE Conversation with Andrew Doust, director of Kore Venture, Dennis explains what generative families are and what you can to do become one.


For over 40 years, Dr. Dennis Jaffe has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he has helped multi-generational families develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients.

Jaffe's work with families helps inform financial advisors and wealth managers about the knowledge and skills needed to serve their client families. He is an acclaimed speaker and workshop leader in programs for business families and financial service firms. He is also an associate with Wise Counsel Research, a think tank that sponsors my research and offers professional education workshops.

Jaffe is a Family Business Fellow at the Smith Family Business Initiative at Cornell University, a faculty advisor at the Ultra High New Worth Institute, a regular contributor to Forbes Leadership channel, reporting on family cross-generational family business and wealth, and a professional member of STEP, Society for Trust and Estate Planners.

Since its inception, Jaffe has been an active member of the Family Firm Institute, presenting at annual conferences, serving on the board, designing and delivering educational courses in their GEN program and writing for the Family Business Review. In 2017, he was recognized by the Family Firm Institute for his international work, and in 2004, received the prestigious Richard Beckhard Award for contributions to professional practice.

For 35 years, Jaffe was a professor of Organizational Systems and Psychology at Saybrook University in San Francisco, where he is now professor emeritus. Jaffe received hi B.A. in Philosophy, M.A. in Management and Ph.D. in Sociology from Yale University.


Jim Grubman on Cohesion in Times of Crisis

How do you and your family achieve cohesion in times of crisis?

Experienced advisor, noted author, speaker, and psychologist, Jim Grubman, joins Andrew Doust, director of Kore Venture for a conversation on strategies for building cohesion in times of crisis. They discuss the benefits of storytelling, communication, and how sometimes we need to remind people of the simple fact that: everything is going to be ok.

 


 

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 30 years. His work with clients at many levels of affluence - from the “millionaire next door” to The Forbes 400 - has earned him a reputation as a valued family advisor. Jim often offers consulting in situations of complexity where psychology, law, finance, medicine, and business all come into play to varying degrees. Jim also brings his knowledge of the client's perspective to his work with single and multi-family offices, Top 100 wealth management firms, attorneys, and other advisors. He has coached hundreds of advisors on the core competencies needed to foster exceptional client relationships.

Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations and co-author with Dennis Jaffe, PhD of Cross Cultures: How Global Families Negotiate Change Across Generations, ground-breaking explanations of how individuals and families can adjust to wealth effectively.  His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and has been featured in The Wall Street JournalHarvard Business Review, CNBC, The New York Times, The Boston Globe, and Private Wealth magazine. He has published widely in the Journal of Wealth ManagementJournal of Financial Planning, the global family enterprise publication Tharawat Magazine, STEP Journal, and many other media. 

A dynamic sought-after speaker, Jim has presented at national and international conferences including the Heckerling Institute on Estate Planning of the University of Miami School of Law, TIGER21, the Institute for Private Investors, and the Family Firm Institute, among many others. He is a collaborator on the Hundred Year Family Enterprise Project for Wise Counsel Research Associates, studying the practices of global families who have successfully made transitions through at least three generations. He also served as academic director for the Cultivating Your Family Legacy series within the Family Legacy and Wealth Program at the John Molson Executive Centre of Concordia University in Montreal, Quebec, as well as a similar program in development at Queens University in Kingston, ON, Canada.