Understanding the Immigrants and Natives Analogy An article from the Journal of Wealth Management in 2007 is the first detailed explanation by Jim Grubman and Dennis Jaffe of the major differences in life experience, outlook, needs, and goals for those who acquire...
Privacy vs. Secrecy Many families tend to avoid talking about money, unfortunately with wide-ranging consequences. Children can be left in the dark about how to think about money or handle their finances, creating needless mystery and anxiety around money. Wealthy...
Whirlwinds and Wealth: Entrepreneurs, ADHD, and Wealth Management The broad population of affluent families contains many high-achieving individuals with ADHD and/or learning disorders (LD). In one of the few published articles on this important topic, Dr. Jim Grubman...
Of Treasured Kids and Treasured Hunts Great role models can help foster crucial skills and attitudes about money for the next generation. This article for the Pitcairn Family Offices client newsletter provides down-to-earth advice for grandparents wanting to do the...
Jim serves as Chair of the Content and Curriculum Committee in the nonprofit think tank, The UHNW Institute. Among other initiatives, he has helped spearhead the development of The Ten Domains of Family Wealth, a groundbreaking model for organizing the various needs...