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award-winning educational resources
on family wealth, philanthropy, and family enterprise

 
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As a 501(c)3 public charity, gifts to Wise Counsel Research are fully deductible for state and federal income tax purposes. They also qualify for distributions from private foundations, donor-advised funds, or other planned-giving vehicles.



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Our recent books

"With Wealth of Wisdom, Tom, Keith, and their cadre of experts offer families the tools and resources they need to move into the future with clarity, confidence, and control."  Dirk Junge, Chairman, Pitcairn Company

"... a thoughtful book about 'giving well,' providing a practical yet philosophical road-map to ensure that intra-family giving will have the most positive effects not just on the recipients but also on the person making the gift." Trusts & Estates

Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, this book  will change the way you think about your wealth and legacy. 

"This book speaks directly to individuals struggling to find their own voice in the family enterprise ... The bite-size chapters are easy to absorb, and there are three workshop strategies at the end to help you get started with the critical conversations." Sara Hamilton, CEO, Family Office Exchange


Featured Videos

Credit: Boston Estate Planning Council

Credit: Boston Estate Planning Council

Credit: Boston Estate Planning Council

Why we speak about "rising" rather than "next," and the four challenges that the rising generation face, especially amid wealth.

Why do so many of the "gifts" we make fail to achieve what we hoped for? The distinction of "gifts with spirit" versus "transfers" has helped people around the world rethink their gifts and find joy in giving.

Jay's insistence on understanding and avoiding the proverb "shirtsleeves to shirtsleeves in three generations" has been at the foundation of the field of family wealth for over three decades.


Featured White Paper
Prenuptial Agreements


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