Practical Guidance for Attorneys in the Wealth 3.0 Paradigm

This newly available article from UHNW Institute members Kim Kamin (Domain Chair, Estate Planning & Legal Issues Domain) and Jim Grubman (Chair of the Content and Curriculum Committee) offers practical advice for attorneys adopting a Wealth 3.0 approach to serving families with significant wealth.

Titled How to Be a Wealth 3.0 Attorney – Practical Approaches That Foster Integrated Services, the article addresses challenges such as managing conflicts of interest and confidentiality while emphasizing the importance of clear communication and structured procedures. Attorneys will also find sample language for crafting effective client engagement letters.

Explore how this resource can help legal professionals better support UHNW families.

Read the full article in a our Resource Library here.