Bridging the Wealth Experience Gap:
A Conversation Across Generations
September 16 @ 3:00 pm - 4:15 pm EDT
Speaking
James Grubman, Ph.D.
Family Wealth Consultant, Educator and Thought Leader
Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises and the wealth advisory industry. Dr. Grub- man has been honoured with the 2024 Lifetime Achievement Award by the Family Wealth Report and the 2024 Richard Beckhard Practice Award from the Family Firm Institute.
He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author of Wealth 3.0: The Future of Family Wealth Advising (with Dennis Jaffe and Kristin Keffeler) and Cross Cultures: How Global Families Navigate Change Across Generations (with Dennis Jaffe), along with multiple other publications.
Dr. Grubman is a leader in The UHNW Institute, an industry think tank and holds Fellow status in the Family Firm Institute and the Purposeful Planning Institute, as well as membership in STEP. His practice, Family Wealth Consulting, is based in Boston, Massachusetts, USA.
Hosted by:
