Wealth 3.0: The Future of Family Wealth Advising

Name: Wealth 3.0: The Future of Family Wealth Advising
Author: James Grubman

By James Grubman

"Wealth 3.0: The Future of Family Wealth Advising" by James Grubman outlines the evolution and future transformation of family wealth advising, emphasizing a shift towards a stronger family focus and proposing a modern vision for the field to overcome past misconceptions and fulfill its potential.