Defining Family Wealth Advising

Today we are speaking with once again Dr. James Grubman, an internationally recognized consultant to families of wealth, family businesses, and the advisors who serve them.  He is the co-author of one of the buzziest books of the year called Wealth 3.0:  The Future of Family Wealth Advising along with Dennis Jaffe and Kristin Keffeler, who I have also interviewed previously on this podcast.  I wanted to talk to Jim and get some more color on his attitudes towards wealth advising, the issues with the literature and research in the space, how to escape from a fear-based mindset to one of growth around wealth, and why everyone does not necessarily want to create a dynasty.

Please enjoy my excellent conversation with Jim Grubman.

NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.

WEBSITE for Jim:  https://jamesgrubman.com

BOOK:  Wealth 3.0: The Future of Family Wealth Advising

Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 

FOLLOW JOE: https://twitter.com/joereillyjr

WEBSITE: https://www.circulus.co/

PRIVATE CAPITAL PODCAST:   https://podcasts.apple.com/us/podcast/private-capital/id1644526501

Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it.

Other Books by these authors:

BOOK - Strangers in Paradise - How Families Adapt to Wealth Across Generations

by James Grubman

BOOK - Borrowed from your Grandchildren - The Evolution of 100-Year Family Enterprises

by Dennis Jaffe

BOOK - Myth of the Silver Spoon

by Kristin Keffeler

©2023 Joe Reilly