Wealth 3.0

The Future of Family Wealth Advising

Book • 2023

Author

Wealth 3.

0, a book co-authored by Jim Grubman, Dennis Jaffe, and Kristin Keffeler, discusses raising awareness, but more importantly, taking the ten domains model to the next level.

It emphasizes the importance of wealth transition.

Mentioned by

Mentioned in 3 episodes

Mentioned by

Amjed Saffarini

as a book that outlines wealth understanding in 10 domains of capital.

22 snips

Avoiding Nonessential Family Office Complexity with Amjed Saffarini

Mentioned by

Steve Legler

, referring back to a previous episode discussing its concepts.

16 snips

68: Stop Frankensteining It

Mentioned by

Russ Haworth

as work

Dennis Jaffe

has done with Jim Grubman and Christine Keffler.

Governance and Decision Making - Dennis Jaffe

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