Podcast with Family Office Exchange

Jim Grubman is interviewed by FOX CEO Peter Moustakerski about the book Wealth 3.0: The Future of Family Wealth Advising and how its positive approach dovetails well with FOX’s training and consulting activities. Listen here(opens in new tab) on FOXCast.

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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.