#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.

Mentioned by

Mentioned in 1 episodes

Mentioned by
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Steve Legler
, referring back to a previous episode discussing its concepts.
16 snips
68: Stop Frankensteining It

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