About Dr. James Grubman

Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors who serve them. His work with clients at every level of wealth has earned him a global reputation for thought leadership within the field.

Integrating his deep knowledge of psychology, family dynamics, wealth management, and family business, he has specialized in  family governance, trusts and estates issues, and the unique adaptations needed with personal and family wealth.

Together with Dr. Dennis Jaffe, Jim helped create the groundbreaking Cultural Model of Wealth which has fundamentally changed the field of wealth psychology.  Their framework distinguishes between those who earn or otherwise come into wealth for the first time - "immigrants" to the proverbial Land of Wealth - and those born and raised with wealth - "natives" or "natural-born citizens" of wealth.  This model has led to fresh perspectives and practical guidance for families navigating wealth across generations.

Together with Dr. Dennis Jaffe and Kristin Keffeler, Jim co-authored Wealth 3.0: The Future of Family Wealth Advising, articulating a new paradigm for integrated, team-based advisory services. The Wealth 3.0 model calls for advisors to move beyond siloed technical expertise toward holistic, family-centered practices that serve the full complexity of ultra-high-net-worth life.

Jim's decades of leadership in the wealth management field were honored with the 2024 Lifetime Achievement Award from the Family Wealth Report, recognizing his thought leadership and innovative work in advancing the profession. He was also instrumental in the founding and development of The UHNW Institute, where he has helped create seminal frameworks including The Ten Domains of Family Wealth™, the Wealthesaurus™, and the AIM Framework™.

A sought-after international speaker, Jim has regularly presented at conferences, family offices, and advisory firms around the world. He has been featured in numerous podcasts and media outlets, sharing his insights on the psychology of wealth, family governance, and the future of advisory practice.