Wealth 3.0–A New Paradigm for Advice– Moves Clients from Fear to Engagement

Wealth 3.0, a new approach to providing advice to wealthy families, is spotlighted in a recent paper by Institute faculty members James Grubman and Dennis Jaffe, and co-author Kristin Keffeler, in the February issue of Trusts & Estates magazine. Expect to read more about Wealth 3.0 as the authors develop and refine this exciting concept. (See jamesgrubman.com/wp-content/uploads/2022/03/2022-02-Wealth-3-0-Grubman-Jaffe-Keffeler-TrustsEstates-mag.pdf)