The UHNW Institute’s Wealth 3.0 Video Series

Earlier this year, a ‘modern manifesto’ calling for the rigorous transformation of the wealth management and advising profession was published. Authored by three of our distinguished Institute faculty members, Wealth 3.0: The Future of Family Wealth Advising outlines how the field arrived at this point and what will be needed to establish a positive vision for change in the family wealth industry.

As a nonprofit think tank deeply committed to catalyzing change within the wealth management industry, The UHNW Institute is aligned with and supportive of the transformative ideas set forth in Wealth 3.0. We are excited to announce the launch of this limited video series in support of disseminating these crucial concepts to both Institute members and the wider public.

This video series will provide valuable insights into the book and the minds behind it. As part of this initiative, one of the esteemed authors will sit down weekly to offer an insider’s perspective on this industry-defining publication. We invite you to become an integral part of the future of family wealth advising by immersing yourself in these videos in anticipation of The UHNW Institute Symposium on November 13 and 14 in NYC.

This Week’s Video:

For her latest video, co-author Kristin Keffeler, MSM, MAPP, chief learning officer at Johnson Financial Group, explores one of the key components of the paradigm-shifting Wealth 3.0 model: enhanced research. Watch as she explains the importance of utilizing research that looks beyond financial capital to help support families’ human capital so they can thrive and adapt across generations.

Previous Videos:

In this video, co-author Jim Grubman, owner of Family Wealth Consulting, highlights how Wealth 3.0 can help advisors dramatically improve their interactions with wealthy clients. By using detailed discussions and sample client scenarios, advisors will learn how to abandon fear-based approaches in favor of modern strategies to help invoke change.


Sit down with co-author Dennis T. Jaffe, senior research fellow at Banyan Global, as he explores the evolution that took place within the wealth management space that created the need for family wealth advisors to create the concept of Wealth 3.0.


Watch as co-author Kristin Keffeler, MSM, MAPP, chief learning officer at Johnson Financial Group, highlights one of the most noteworthy concepts illustrated throughout the book: how a shift in our language can help elevate our mindset from Wealth 2.0 to Wealth 3.0, specifically in relation to the term, “the rising generation.”


In this video, co-author Jim Grubman, owner of Family Wealth Consulting, introduces this groundbreaking examination of wealth advising and explains how it can empower advisors to put their best possible foot forward as the industry embarks on its next phase.


Wealth 3.0: The Future of Family Wealth Advising is available for purchase on Amazon here. If you have any questions about the concepts within Wealth 3.0 or are interested in joining The UHNW Institute, we invite you to contact us.