Jim Grubman, Dennis Jaffe, and Kristin Keffeler returned to the annual PPI Rendezvous for an in-depth workshop on practical implementation of Wealth 3.0. They distributed free copies of the just-released book and led a lunchtable discussion that was so well-attended it had to get moved to an inside room with three large tables to accommodate […]

Jim presented to the Bailey Program at the University of Denver about the Ten Domains of Family Wealth, the conceptual model pioneered by the UHNW Institute. The Roundtable was well attended and produced a lively discussion looking at the benefits and challenges of integrated services in different practice settings.

At the 2023 FFI annual conference in NYC, the co-authors of the book Wealth 3.0 discussed their perspective on distinguishing family wealth advising from family business advising among other aspects of the new paradigm.

Jim presented an overview of multigenerational wealth advising from a Wealth 3.0 perspective at the Eagle Strategies (NY Life) premier event for advisors in Scottsdale AZ.

To continue to serve those who want to learn about Wealth 3.0 (the book and the paradigm), an audiobook version of Wealth 3.0: The Future of Family Wealth Advising was published to Audible on April 24. It already is garnering very good reviews and multiple downloads.

Jim was given the top award on May 2 at the prestigious Family Wealth Report Awards - the Lifetime Achievement Award. A full announcement and video will be posted soon to this Home page.