Family Governance White Paper

Wise Counsel Research's Dennis Jaffe has published a new installment in the 100-Year Families Study. Governing the Family Enterprise: the Evolution of Family Councils, Assemblies, and Constitutions offers specific strategies and stories from the over 80 families who have contributed to the project. These are rare families who have successfully transitioned a major family enterprise through at least two generations. This white paper includes samples of actual family's governance structures, along with descriptions of how they deliberated about, enacted, and in many cases have amended these structures in order to promote their families' flourishing. It is a tremendous resource for enterprising families and their advisors.

Lifetime Achievement

Wise Counsel Research's Jay Hughes has been honored with the Lifetime Achievement award by Family Wealth Report.

"This award recognizes Jay's immeasurable contributions to the field of family wealth," observed Wise Counsel Research's President, Keith Whitaker. From his first book, the classic Family Wealth, to his recent books The Cycle of the Gift and Voice of the Rising Generation, and in his countless consultations to families around the world, Jay has spread the word to help families face and beat the proverb of "shirtsleeves to shirtsleeves in three generations." In his acceptance speech, Jay encouraged his colleagues gathered in the audience in their own journeys of service and commitment. 

Thought Leader of the Year

Wise Counsel Research is thrilled to have been named the "outstanding contributor to wealth management thought leadership" by Family Wealth Report.

One of five firms to be shortlisted in the thought leadership category, this recognition is another milestone in Wise Counsel's drive for recognition as one of the pre-eminent players in the competitive wealth management space.

Publisher of Family Wealth Report,  Stephen Harris, was first to extend his congratulations to all the winners.  He said: "These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management."