A Gift for Your Family
Wise Counsel Research has helped hundreds of families around the globe flourish over generations amid wealth. All our team-members are senior practitioners with decades of experience and professional degrees. We have pioneered many of the practices that define the field of family wealth.
Among those practices, Wise Counsel Research is the leader in Family Qualitative Capital Management™, a disciplined, thoughtful, and iterative process that helps families measure, manage, and grow their “Qualitative Capital.” Our extensive research and our practice with hundreds of families with significant wealth over many years confirms that non-financial or qualitative factors determine a family’s long-term success or failure. By committing themselves to their members’ flourishing a family will give its descendants a gift of far more than money.
qualitative capital
Thorough extensive studies, Wise Counsel Research has identified the five forms of Qualitative Capital that are drivers of long-term family success.
Our Process
Wise Counsel Research’s comprehensive, disciplined, multi-year Family Qualitative Capital Management process responds to the continual changes in families’ lives while engaging the voices of each generation.
OUR FAMILIES
Wise Counsel Research designed Family Qualitative Capital Management for a select group of families with significant wealth who want to measure, manage, and grow their Qualitative Capital.
Our Leadership
Susan Massenzio, Ph.D.
Managing Director
Dr. Massenzio is trained as a psychologist and has extensive experience consulting to senior executives and leadership teams of Fortune 500 financial services firms and family businesses. She helps leaders make a positive impact through enhanced communication, effective decision-making, and cultivation of rising generation leadership. She is the co-author of The Cycle of the Gift. More…
Keith Whitaker, Ph.D.
Managing Director
Dr. Whitaker is an educator who consults with leaders and rising generation members of families with significant wealth. Family Wealth Report named him the 2015 “outstanding contributor to wealth management thought-leadership.” His writings and commentary have appeared in The Wall Street Journal, The New York Times, and The Financial Times. He is the co-author of Complete Family Wealth. More…