Trusts & Estates magazine published a third major article discussing the tenets of Wealth 3.0, focusing on the unique skills and procedures that attorneys must have when working in an UHNW or family office system. Authored by Jim Grubman with renowned attorney Kim Kamin, “How to Be a Wealth 3.0 Attorney” addresses the many questions that lawyers have about collaborating in a team environment.
Prior articles include “Wealth 3.0 in Practice” from 2023 and the inaugural article “Wealth 3.0: From Fear to Engagement for Families and Advisors” published in 2022.