Core Principles in Advising to HNW Family Enterprises

 

In this ten-minute interview with colleague Ruth Steverlynck, FEA, at the 2017 Family Enterprise XChange Symposium, Jim Grubman gives his perspective on key factors for advisors who are working with family enterprises and families of wealth.

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Dr. Grubman is no longer accepting new consulting engagements with clients. He welcomes correspondence from individuals, advisors, and colleagues exploring the ideas in his books, publications, and presentations.

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