Jim will be presenting a keynote address on UHNW family wealth to an international family-office-level client audience.
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 (available at Amazon.com) is based on the groundbreaking insights developed with colleague Dennis Jaffe PhD over the past decade. The book explores in depth how wealthy families arising from modest circumstances can adapt successfully in their parenting, decision-making, estate planning, and business transitions.
- NEW BOOK NOW AVAILABLE -
Cross Cultures: How Global Families Negotiate Change Across Generations is the just-released book by Dennis Jaffe and Jim Grubman. It outlines highly practical strategies that families in each culture (and their advisors) can use to resolve differences that may threaten the fabric of the family. Building on Jim’s first book, Strangers in Paradise, and Dennis’ cutting-edge Hundred Year Family Enterprise Research project for Wise Counsel Research, Cross Cultures first explores the latest sociological research identifying three fundamental cultural styles around the world: Individualist, Collective Harmony, and Honor cultures. Peppered with clear examples drawn from case experiences and public information, it then provides insight into how families can defuse cross-cultural stresses using proven negotiation techniques. Cross Cultures is a unique, easy-to-understand exploration of culture, its hidden dimensions, and the new ways in which families must think, communicate, and solve problems together in the modern world.
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.
In the News
Morningstar Magazine Interview: "Money Talks"
Jim Grubman was interviewed for the April-May 2016 issue of Morningstar Magazine in an in-depth discussion ranging from behavioral finance to the importance of financial literacy education for children. Click on the pdf to read his conversation with Dr. Sarah Newcomb of Morningstar and Hal Hershfield PhD of the Anderson School of Management at UCLA.
On the Money Radio: What's in Store for the Wealth of Future Generations
Steve Pomeranz, of On the Money Radio interviewed Jim a second time regarding the latest concepts in Jim's forthcoming book with Dennis Jaffe, Cross Cultures: How Global Families Negotiate Change Across Generations (publication February 2016). Jim explained the deepening cross-cultural understanding of family enterprises around the world, along with practical advice on how families can reach compromise solutions together when cultural differences arise.
The New York Times feature article: Looking for Ways to Keep Money from Dividing a Family
Jim Grubman and Dennis Jaffe presented to a packed audience of TIGER21 members about how highly-successful families can handle wealth without dividing the generations. Paul Sullivan, journalist for The New York Times Wealth Matters column, interviewed Dennis and Jim along with several TIGER21 members about the symposium.
On the Money Radio: Discussing the concepts behind Strangers in Paradise
Steve Pomeranz, a United Capital wealth advisor and commentator for the NPR radio show On the Money, interviewed Jim about how wealth transitions influence families. They discussed the dilemmas parents face when raising kids in affluent environments and the personalities of those who dedicate themselves to wealth creation.