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The Inheritance Podcast
Joe Reilly
19 episodes
5 days ago
Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.
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Investing
Business
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All content for The Inheritance Podcast is the property of Joe Reilly and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.
Show more...
Investing
Business
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Keith Whitaker - Cycle of the Gift
The Inheritance Podcast
52 minutes 19 seconds
1 year ago
Keith Whitaker - Cycle of the Gift

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


Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it.

©2024 Joe Reilly

The Inheritance Podcast
Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.