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AiP Boston/BPART: Wealth of Wisdom: 50 Most Common Questions Surrounding Protection and Growth
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AiP Boston/BPART: Wealth of Wisdom: 50 Most Common Questions Surrounding Protection and Growth

When: Monday, February 11, 2019
3:00 - 4:30 pm
Where: Nutter McClennen & Fish LLP
155 Seaport Boulevard
5th Floor
Boston, Massachusetts  02210
United States

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Join AiP Boston/BPART:

"Wealth of Wisdom: 50 Most Common Questions Surrounding Protection and Growth"

Monday, February 11, 2019
3:00 - 4:30 pm ET

Offices of Nutter McClennen & Fish LLP
155 Seaport Boulevard, 5th Floor, Boston, MA  02210

Members: no charge │ Non-members: $25.00

To register, click green "REGISTER" icon above.

About the program...

Keith Whitaker, author of the recently released book, Wealth of Wisdom, will provide insight from his work on the book. Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Questions include, 'What are key considerations in crafting my legacy?' 'How can you preserve a beloved family vacation home or estate?' 'What should your asset allocation be?' 'How can you avoid the negative impacts of giving money to family members?' 'Should you have a family meeting?' 'Can a family stay together after an operating business is sold?' 'How can you encourage generosity in your family?' 'How can you avoid the next Bernie Madoff?' and 'What does the future hold for families of significant wealth?' Contributors include Jay Hughes, John Davis, Lee Hausner, Charley Ellis, Howard Marks, Ellen Remmer, Paul Schervish, Pat Annino, and Charlie Collier, among many others."

About the speaker...

Keith Whitaker
President, Wise Counsel Research

Keith is President of Wise Counsel Research. He has consulted for many years with leaders of enterprising families, helping them plan succession, develop next generation talent, and communicate around estate planning. With a background in education and philanthropy, he enables family leaders to better understand their values and goals as well as to have a positive impact on the world around them. Family Wealth Report named Keith the 2015 "outstanding contributor to wealth management thought-leadership."

Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, an adjunct assistant professor of philosophy at Boston College, and a director of a private foundation. He was also a special assistant to the President of Boston University.

Thank you to our founding sponsors...


About AiP Boston...

BPART Steering Committee is delighted to announce formation of the Boston Chapter of Advisors in Philanthropy (AiP). After nearly 10 years as an all-volunteer organization serving Boston’s philanthropic community, the Steering Committee voted to continue service through membership in the national organization, The International Association of Advisors in Philanthropy.

We hope you will all join us by signing up as a member to the Boston Chapter. Click here for more information and become a member! Thank you for the long standing support of BPART.  

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