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.

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