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Dr. James Grubman - Wealth 3.0

The Inheritance Podcast

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Rethinking Wealth: Beyond Financial Legacy

This chapter examines the misinterpretation of data related to family business success and the significant role of context in understanding wealth management research. It advocates for a transformative perspective on wealth that prioritizes skill development and personal choices over mere financial retention. Through thought-provoking narratives, the discussion shifts towards the importance of education, philanthropy, and the evolving societal values that emphasize empathy and collective well-being over individual wealth.

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