The Inheritance Podcast Dr. James Grubman - Wealth 3.0
9 snips
Sep 26, 2023 Dr. James Grubman, an expert in family wealth consulting and co-author of the book Wealth 3.0, shares insights into the evolution of wealth advising. He discusses the shift from fear-based management to a growth-oriented mindset. Topics include the importance of addressing family dynamics, the ethical considerations in wealth management, and rethinking wealth beyond mere financial legacies. Dr. Grubman emphasizes the value of open communication and shared family values in fostering resilience and responsibility among wealth holders, challenging traditional notions of dynasty creation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 5min
Defining Family Wealth Advising
05:07 • 7min
The Dynamics of Fear and Wealth Management
11:51 • 6min
Rethinking Wealth: Beyond Financial Legacy
17:30 • 12min
Transforming Fear into Purposeful Vigilance in Family Wealth Management
29:10 • 2min
Wealth Management Evolution
30:48 • 6min