Keith Whitaker

What matters most in managing the family enterprise Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic…

Avoid «Shirtsleeves to Shirtsleeves» by Finding Your Voice Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Who…

An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help …

A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compil…

[b]A primer for families of high net worth on how to manage their qualitative and financial wealth for generations[/b] The second edition of this foundational work, [i]Complete Family Wealth: Wea…