Episode 32: The Wealth 3.0 Paradigm: Balancing Tradition and Innovation in Family Enterprises with Jim Grubman
Update: 2024-10-26
Description
R. Adam Smith welcomes Jim Grubman, founder of Family Wealth Consulting and pioneering thought leader in the family business space. With over three decades of experience, Jim discusses his groundbreaking Wealth 3.0 paradigm, which shifts family wealth advising from fear-based strategies toward engagement and resilience. Throughout the conversation, Jim offers profound insights on preparing next-generation family members to develop healthy relationships with wealth, the importance of transparency in family financial planning, and how families can balance honoring tradition while embracing innovation. Drawing from his experience with The Ultra High Net Worth Institute and his book "Strangers in Paradise," Jim examines how legacy can evolve across generations while maintaining core family values.
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