The Family Business Podcast: Wealth 3.0

The UHNW Institute is pleased to collaborate with The Family Business Podcast on this special episode: Wealth 3.0: The Future of Family Wealth Advising. The episode is hosted by Russ Haworth, Family Business Advisor at The Family Business Partnership and UHNW Institute Advisory Board Member, who spoke with the authors:

• James Grubman, PhD – Owner, Family Wealth Consulting; Board of Director and Head of the Content and Curriculum Committee, The UHNW Institute
• Dennis T. Jaffe, PhD – Senior Research Fellow, Banyan Global; Board of Directors, Advisory Board and Domain Chair of the Governance and Decision-making Domain
• Kristin Keffeler, MAPP – Founder, Illumination360; Faculty Member, The UHNW Institute

The interview covers the origin and explanation of Wealth 3.0, key areas of focus within the book and what it means for families of wealth, and those who advise them.

Listen to the episode, Wealth 3.0  on The Family Business Podcast on:

• Apple Podcasts
• Spotify

We are happy to announce the UHNW Institute will be releasing its own podcast hosted by Russ in the coming months, for more opportunities to learn from member expertise and thought leaders.

Also, we’ll be introducing Wealth 3.0 book teasers, highlighting key concepts from the book in sneak-peak video snippets from each of the authors. Stay tuned for these content additions and more to come in 2024.

If you are interested in learning more about joining The Institute, you can contact us here.