Keith Whitaker - Cycle of the Gift

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Apr 11, 2024

Keith Whitaker, a family wealth consultant, discusses the cycle of the gift in families, Aristotle's concept of magnificence, and his collaborative work on wealth and wisdom books. The podcast explores philosophical teachings, the role of family in society, navigating client issues, and the connection between money and happiness. Whitaker emphasizes qualitative wealth, spiritual capital, and passing down wisdom to future generations.

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Introduction

00:00 • 2min

Exploring the Philosophical Foundations of Family and Society

01:43 • 7min

Exploring Magnificence and Virtue

09:00 • 18min

Navigating Complex Client Issues and Collaborating with Jay

26:48 • 5min

Understanding Qualitative Wealth and Spiritual Capital

32:01 • 7min

Exploring the Connection Between Money and Happiness

38:32 • 11min

Exploring Insights from Collaborative Work on Wealth of Wisdom Books

49:46 • 3min

Keith Whitaker is an educator who consults with leaders and rising generation members of families with significant wealth.

We had an interesting conversation touching on Plato, Aristotle, Aquinas, but also on Keiths long practical experience working with the wealthy. We talk about the cycle of the gift in families, the concept of magnificence, and his work on books with Jay Hughes, Paul Schervish on Wealth and the Will of God and his recent collaboration with Tom McCullough on the Wealth of Wisdom books.

Keith is Managing Director of Wise Counsel Research. 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, Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask, and Wealth of Wisdom: the Top Practices of Wealthy Families and their Advisors. 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, a BA and MA in Classics and Philosophy from Boston University.

Keith is one of the most thoughtful people in the family wealth world, and his knowledge of philosophy and respect for tradition made him a real pleasure to talk to. Please enjoy my conversation with Keith Whitaker.

AUTHOR PAGE: https://www.amazon.com/stores/Keith-Whitaker/author/B001HOPVCA

WEBSITE: https://www.wisecounselresearch.com/

KEITH'S PODCAST: https://www.wealthofwisdombook.com/podcast

NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

FOLLOW JOE: https://twitter.com/joereillyjr

WEBSITE: https://www.circulus.co/

PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

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