What if you discovered a think tank environment in which you could become your own best self, improve your service to clients and contribute to the quality of professional advisory work available in our community all the while driving increased revenue for yourself and your firm?
Introducing The Wisdom Council...
The Wisdom Council was formed to facilitate shared leadership among top tier professional advisors in various disciplines. Our mission is to create synergy around each member's intellectual capital, thereby bettering our ability to serve our high net worth clientele. In doing so, we better ourselves and our firms.
The ultimate intent of our work is helping high net worth families align and manage their thinking and execution around family in conjunction with wealth. Membership is by invitation only for firms who demonstrate a great fit with the council's mission, structure and strategic work. Learn more.