James Grubman,Ph.D
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Articles

The following sections contain articles of interest to families, advisors, firms, and the public on topics related to wealth and wealth management.

  • Personal and Family Adjustment to Wealth
  • Raising Children with Affluence
  • Family Communication and Decision-making
  • Estate Planning, the Financial Skills Trust and ROTE
  • Family Wealth Advising: Client Relationship Skills and Services
  • Family Wealth Advising: Special Topics
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