Jim will attend the Purposeful Planning Institute Rendezvous again this year in Denver CO. He has attended every Rendezvous since its inception five years ago and looks forward to collaborating with colleagues at this important event.
Dr. Jim Grubman of FamilyWealth Consulting is an internationally-recognized consultant, speaker, and educator in the multidisciplinary field of family wealth psychology. He works with affluent families and their advisors to understand the many ways that wealth and life can be integrated successfully.
Using skills developed as a psychologist for over 35 years, Jim helps individuals and families work through the natural dilemmas of acquired or inherited wealth. He also teaches, trains, and collaborates with the important advisors in clients` lives. He contributes thought leadership to many areas of wealth psychology, family enterprise governance, and wealth management, both within North America and around the world. He works to promote understanding of what individuals, couples, and families need as they become successful.
Jim's guiding focus is integrating knowledge and skill in service of helping families. The goal - to help those with good fortune achieve their greatest potential.
Strangers in Paradise
How Families Adapt to Wealth Across Generations
Jim Grubman's highly-acclaimed book Strangers in Paradise: How Families Adapt To Wealth Across Generations is available at Amazon.com. Based upon the groundbreaking insights first outlined with his colleague Dr. Dennis Jaffe, the book explores in depth the similarities between newcomers to wealth and the journeys of ethnic immigrants to new lands. It also outlines the important steps families must take in raising well-balanced, responsible, and strong inheritors (“natives of the Land of Wealth”). Using fresh concepts and human stories, the book explains how the key process for families of wealth – like all immigrant families – is adaptation.
Jim Grubman and Dennis Jaffe discuss their concepts with Tharawat magazine
In this short video by the global family business magazine Tharawat, Jim and Dennis touch upon the roles that adaptation and communication play in family enterprises around the world.