Trusts & Estates magazine published a second major article discussing the tenets of Wealth 3.0, an emerging new paradigm concerning family wealth training, advising, and research. Authored again by Jim Grubman, Dennis Jaffe, and Kristin Keffeler, “Wealth 3.0 in Practice” outlines some of the practical techniques used in this new approach.
Their inaugural article “Wealth 3.0: From Fear to Engagement for Families and Advisors. was published in February of 2022.