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 […]

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 […]

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 […]

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.

For those wanting to learn more about Wealth 3.0 (the book and the paradigm), an audiobook version was published to Audible on April 24. It already is garnering very good […]

Jim spoke at a special retreat workshop session for TIGER 21 (Calgary chapter) in Kelowna, BC, in western Canada at the remarkable O'Rourke Family Estate overlooking Kelowna Lake.