Navigating Wealth with Intention
Virtual Event – December 3, 2020
Jim presented the second of two webinars for First Republic Private Wealth Management in collaboration with Stacy Allred, the new Head of Family Engagement and Governance for the organization. Following his first successful webinar on September 17 describing demographics and qualities of different generations of wealth, Jim and Stacy discussed specific recommendations for advisors about family communication, estate planning issues, and parenting with 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.