The wealth management industry has consistently cited the “70% global failure rate of wealth transitions” put forth by Roy Williams and Vic Preisser since the 1990s. In this International Family Offices Journal article, each citation for this assertion is tracked back...
Trusts & Estates online magazine published the first article discussing the tenets of Wealth 3.0, an emerging new paradigm concerning family wealth training, advising, and research. Authored by Jim Grubman, Dennis Jaffe, and Kristin Keffeler, the article is...
Canadian Family Offices, a respected online magazine for the family office industry, published a comprehensive interview of Jim Grubman (available here) covering his history in the industry, his perspectives on where the family advising field may be going, the...