Money can fund a great life, but it cannot tell your family what a great life is. That’s why I sat down with Keith Whitaker, president and founding managing director of Wise Counsel Research, to talk about the qualitative side of wealth: the human factors that determine whether financial success becomes a blessing or a burden for the rising generation.

We unpack Keith’s research with rare multigenerational families who successfully pass major wealth or operating businesses beyond the third generation, then translate the findings into a practical framework you can use right away. You’ll hear the five forms of non-financial capital that matter as much as any balance sheet: human capital (health and resilience), legacy capital (values in action), family relationship capital (communication and trust), structural capital (trust and financial competence), and social capital (purpose beyond the family). If you care about family governance, family office outcomes, or sustainable multigenerational wealth, this framework gives you a clearer map.

Then we get concrete about trusts and inheritance. We talk about why wealth creates anxiety and how silence sends the wrong message, how the trustee relationship can either build confidence or breed dependency, and why a family constitution can guide decisions with real moral force even when the legal documents are complex. We also pivot to a bigger question: if wealth creates freedom, what do we do with that freedom? Keith makes the case for liberal education and the great books as tools for living well, especially in a future where technology may change the meaning of work.

Subscribe for more conversations that make money simpler and life fuller, then share this with a parent, founder, or heir and leave a review with your biggest takeaway.

More about our Guest, Keith Whitaker, Ph.D.
President, Founder & Managing Director of Wise Counsel Research

Keith is a consultant to leaders and rising generation members of families with significant wealth. Family Wealth Report named Keith an “outstanding contributor to wealth management thought-leadership.” In addition to serving as Wise Counsel’s Managing Director, Keith also serves as an independent trustee and trust company director. Keith’s writings and commentary have appeared in The Wall Street Journal, The New York Times, and The Financial Times. 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 was 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, and is a graduate of the ABA’s National Trust School. Keith is a member of the Independent Trustee Alliance and the Boston Estate Planning Council.

Website: https://www.wisecounselresearch.com

Email: keith@wisecounselresearch.com

LinkedIn: https://www.linkedin.com/in/wisecounsel

YouTube: https://youtube.com/platosworld

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Most of us think the hard part of entrepreneurship is strategy. Then we hit a moment where the tactics work, the money shows up, and we still feel restless, split, or oddly numb. That’s where this conversation goes. I’m joined by leadership coach and author Celine DaCosta to talk about shadow work, wholeness, and why the stories we tell about our past quietly shape our leadership, our relationships, and our financial decisions.

We dig into Carl Jung’s idea of the shadow and what “integration” looks like in real life: noticing the parts we’ve pushed away, bringing them back into awareness, and letting them belong. Celine shares a four-phase map of human transformation that shows up again and again for founders: awakening to a repeating pattern, reckoning with the identity that needs to die, entering the void and stillness after the chaos, and finally sharing a new story through your work. We also name a trap I see constantly in business and brand building: trying to launch, publish, or “rebrand” from phase two, then calling it a marketing problem when it’s really an identity problem.

From there we get practical. Celine walks me through a simple way to rewrite the future from a clean slate by dropping into the body, naming values, and choosing the path that expands rather than contracts. We close with her upcoming book, The Burning Ground, which tells the story of her circumnavigating the globe through pure human connection and turning that journey into a companion for anyone navigating a major transition.

If you’re building a purpose-driven business and you want a healthier relationship with money, work, and yourself, listen now. Subscribe, share this with a friend who’s in a crossroads season, and leave a review with your biggest takeaway.


More about our Guest, Celinne Da Costa
Thought Leader, Speaker and Author

Celinne Da Costa is an author, speaker, and advisor who helps leaders close the gap between who they are and how they lead—through story, subconscious reprogramming, and strategic communication.

Her methodology blends neuro-linguistic programming, somatic work, and cutting-edge brain-change techniques into a multidimensional approach that works across mind, body, and nervous system. This is how her clients create transformation that holds—not just insight that fades.

Featured in TEDx, Forbes, Entrepreneur, and Business Insider, Celinne has supported Fortune 150 executives, industry leaders, and thousands of students across 60+ countries to shed limiting stories and build what’s next—on their own terms.

Her mission is to support leaders to create meaningful change in the world by living, leading, and communicating from soul alignment—and become the greatest story they’ve ever told.

Website: https://celinnedacosta.com/

Email: celinne.da.costa@gmail.com

The Book: https://theburningground.com/

Facebook: https://www.facebook.com/CelinneDaCosta

Instagram: https://www.instagram.com/celinnedacosta/

X(Twitter): https://x.com/CelinneDaCosta

YouTube: https://www.youtube.com/c/CelinneDaCostaChannel

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.