#26616
Mentioned in 1 episodes
Wealth 3.0
The Future of Family Wealth Advising
Book • 2023
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.
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.
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Mentioned in 1 episodes
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, referring back to a previous episode discussing its concepts.


Steve Legler

16 snips
68: Stop Frankensteining It