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Family Qualitative Capital Management: A Tool for Trusted Advisors to Demonstrate Value to Client Families

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Guest Speaker: Dr. Keith Whitaker, President of Wise Counsel Research

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description: Providing families with an objective, effective roadmap for enhancing their non-financial wealth is a challenge for many trusted advisors. Wise Counsel Research’s Family Qualitative Capital Management helps turn this “soft” topic into a manageable, productive process that engages family members and addresses their true needs. In this session, you will have an opportunity to assess your client families’ qualitative capitals, learn specifics from a case study, and consider concrete actions you can take to demonstrate value to your families in such areas as rising gen learning and development, transitioning leadership, clarifying governance, and enhancing communication.

Introduction to Our Guest Speaker

Dr. Keith Whitaker is President of Wise Counsel Research, a leading think-tank and consultancy to enterprising families. Family Wealth Report named Keith the 2015 “outstanding contributor to wealth management thought-leadership.” Keith’s writings and commentary have appeared in The Wall Street JournalThe New York Times, and The Financial Times. He is the co-author of Wealth and the Will of God, The Cycle of the Gift, The Voice of the Rising Generation, Family Trusts, Complete Family Wealth, and Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask. Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, and an adjunct assistant professor of philosophy at Boston College. 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. 

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March 29

@ 12:00 pm

1:00 pm