Keith Whitaker Thought-Leader Author Cycle of the Gift Consultant to Families with Wealth

Contact Keith
keith@wisecounselresearch.org
44 Windsor Road
Milton, MA 02186
(617) 272-6407

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: Family Wealth & Wisdom, The Voice of the Rising Generationand Family Trusts: a Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators, all published by 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 serves on the board of directors of the National Association of Scholars.