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."

Keith Whitaker wins Award for Outstanding Contribution to Thought Leadership

Dr Keith Whitaker, president of Wise Counsel Research, one of North America’s foremost think-tanks and consultancies, has been awarded ‘Outstanding Contribution to Wealth Management Thought Leadership’ at the 2nd Family Wealth Report Awards 2015.

One of five individuals to be shortlisted in the thought leadership category, the triumph is yet another milestone in Wise Counsel Research’s drive to be recognized as one of the pre-eminent players in the competitive wealth space. ClearView Financial Media’s Chairman, Bruce Weatherill, announced that the prestigious panel of judges considered Dr Whitaker, “the most impressive new thinker in our space.”

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals deemed to have ‘demonstrated innovation and excellence during 2015’.

Commenting on the Dr Whitaker’s triumph, Dr Susan Massenzio, CEO, Wise Counsel Research said: “We are delighted that Keith was voted the winner of this prestigious award by so many of the industry’s great and good.  It is a great honour to be recognised in these awards, and a testament to Keith’s leadership in our firm and in the field as a whole.”

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners.  He said: “The firms and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. 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 recognise the very best practitioners in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards reflect true excellence.”