Article Published in Harvard Business Review Online A positive view of the Second Generation (G2) in family enterprises was the subject of an article in Harvard Business Review by Jim Grubman and Dennis Jaffe. The article, entitled Why the Second Generation Can Make...
Clarifying the Practice of Family Enterprise Jim Grubman and Dennis Jaffe worked with Angelo Robles of the Family Office Association, Guiding Governance: Clarifying the Practice of Family Enterprise Governance. In this illuminating Q&A format whitepaper, Jim and...
Cultural Insights and Recommendations for Families and Advisors The central concepts outlined in depth in Cross Cultures: How Global Families Negotiate Change Across Generations are summarized in two articles by Jim and Dennis from late 2015. The STEP Journal article...
Not Your Typical Incentive Trust: Parts I and II Part I outlines the many problems inherent in incentive trusts and offer a groundbreaking alternative: the Financial Skills Trust (FST). This new approach to trust design integrates estate planning with what experts...
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...