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The Evolution of Family Wealth Management with Dr. Jim Grubman
Manage episode 448580105 series 3613084
Content provided by Wes Brown and Dr. Sonya Lutter, Wes Brown, and Dr. Sonya Lutter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Brown and Dr. Sonya Lutter, Wes Brown, and Dr. Sonya Lutter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Have you ever wondered how the wealth management industry has changed over time and where it's headed in the future? Tune in to hear Dr. Jim Grubman, expert in family wealth and dynamics, unpack his model of "wealth 3.0" - a new approach that moves beyond the fear and negativity of the past to create a more robust field of family advising.
Dr. Grubman sits down with hosts Wes Brown and Dr. Sonya Lutter to share effective strategies for nurturing financially savvy children, confidently navigating complex wealth issues, and more.
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Analog Advisor is produced by Mickenzie Vought and edited by Podcircle
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