Wealth 3.0 Resources
Please browse the Resources shown on these pages or select one of these categories to search for specific topics:
Wealth 3.0: From Fear to Engagement for Families and Advisors
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(opens in new tab)This article (opens in new tab)was the first description of the Wealth 3.0 paradigm that Jim Grubman first outlined in a 2019 conference keynote and then published as a book in 2023 with co-authors Dennis Jaffe and Kristin Keffeler. It outlines the fundamentals of the four professional areas in which a new, unified, and more positive field of wealth advising must develop: practice, professional organization, education, and research.
A Primer on Wealth 3.0
This frequently-requested handout(opens in new tab) presents the background and many of the key concepts, principles, and communication techniques of the Wealth 3.0 framework for advisors and families.
Wealth 3.0 in Practice
(opens in new tab)Following up on the first Trusts & Estates article in the series on Wealth 3.0, this article(opens in new tab) provides further depth and detail on how the principles of Wealth 3.0 can be applied by advisors in working with client families. It contrasts the traditional pessimistic and fear-based approaches to wealth advising (“tell me what keeps you up at night” and “wealth normally doesn’t survive three generations”) with more modern, less biased, and more useful approaches that help clients succeed.
Wealth 3.0 Article Focuses on Legal Services
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.
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