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...
The Financial Advisor-Client Relationship This whitepaper with associated webcast and podcast (requires free registration) by State Street Global Advisors and Knowledge@Wharton explores key elements of trust in the advising relationship. Jim offers commentary on the...
Competencies and Services Necessary for Truly Integrated Wealth Management Every interaction in wealth management can be characterized along two dimensions: the complexity of the client’s technical needs and the complexity of the client’s personal and...
Motivating and Helping the Overspending Client Most financial advisors find that overspending clients represent some of the most frustrating situations in their work. Time spent with these clients is often ineffective and ultimately unsuccessful. This article provides...
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...
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...