#11809

Mentioned in 4 episodes

Wealth 3.0

The Future of Family Wealth Advising

Book • 2023

Wealth 3.

0, a book co-authored by Jim Grubman, Dennis Jaffe, and Kristin Keffeler, discusses raising awareness, but more importantly, taking the ten domains model to the next level.

It emphasizes the importance of wealth transition.

Mentioned by

Mentioned in 4 episodes

Mentioned by

Benjamin Felix

, referencing an earlier podcast episode featuring co-author Jim Grubman.

90 snips

Episode 391: How Assumptions Shape Financial Planning Outcomes

Mentioned by

Amjed Saffarini

as a book that outlines wealth understanding in 10 domains of capital.

22 snips

Avoiding Nonessential Family Office Complexity with Amjed Saffarini

Mentioned by

Steve Legler

, referring back to a previous episode discussing its concepts.

16 snips

68: Stop Frankensteining It

Mentioned by

Russ Haworth

as work

Dennis Jaffe

has done with Jim Grubman and Christine Keffler.

Governance and Decision Making - Dennis Jaffe

Mentioned by

Alex Kirby

as a book advisors can read to be more comfortable talking about legacy.

220 Doing Legacy Better: The Conversation Advisors Aren’t Having (and Why It Wins Trust + Retention) with Alex Kirby

Mentioned by Jim Grubman as a book co-authored with Dennis Jaffe and Kristin Keffeler, focusing on the future of family wealth advising.

089 - Parenting the Next Generation in Family Business with Dr. James Grubman

Mentioned by

Jim Grubman

as the book he co-authored and as the basis for reframing wealth transfer assumptions.

Common Mistakes During Family Business Estate Planning | The Family Biz Show Ep. 128

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