Shows
The Family Wealth EdgeWhy Advisors Need Their Own Medicine Too - Episode 10This week we are discussing Purposeful Planning Institute's Rendezvous Event where advisors find more than insights - they find authentic spaces to grow, reflect, and build confidence alongside peers. Vincent Valeri, MBM, FEA, and Kristen Heaney explore why safe spaces and positive peer pressure are essential for both advisors and the families they serve.Jim Grubman, Nathan Dungan, Lindsay Hardie, PhD, In Three Generations, LLCPurposeful Planning Institute: https://purposefulplanninginstitute.com/Follow Kristen: https://www.linkedin...
2025-09-1712 min
The Our Family Office PodcastS2 E2 – Raising Healthy Children in the Land of Wealth, Part 2 ft. Dr. Jim GrubmanIn Episode 2, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, for part 2 of their conversation. They discuss parenting with wealth (00:33), answering the most difficult question that kids ask about money (03:19), different perspectives about wealth preservation (14:58), and how to empower the rising generation to live lives of purpose and fulfillment (21:02).More information about Dr. Grubman can be found at jamesgrubman.comAdditional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit...
2025-09-1726 minThe Our Family Office PodcastS2 E1 – Raising Healthy Children in the Land of Wealth, Part 1 ft. Dr. Jim GrubmanIn the Season 2 premiere, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, to kick off a season all about the rising generation. They discuss debunking the "shirtsleeves to shirtsleeves" myth (02:07), immigrants vs. natives in the land of wealth (08:08), and the different ways that wealthy people adapt to living in the land of wealth (15:46).More information about Dr. Grubman can be found at jamesgrubman.com Additional Resources:Dr. Grubman's Books at Amazon.caFor more information about...
2025-09-1030 min
Let's Talk Family Enterprise68: Stop Frankensteining ItJoin host Steve Legler for a video episode with guest Cindy Radu, recorded at the 2025 Family Business Symposium right after Cindy's session, which she conducted for a room full of attendees. Together, they discuss the challenges of professional collaboration when working with families, and highlight just how important it is for the families we serve so they don't end up having to deal with a "scary monster." All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. G...
2025-06-2629 min
Family Book ClubWealth 3.0 by James Grubman, Dennis Jaffe & Kristin KeffelerWhat does it mean to guide wealth in the modern world?In this episode of Family Book Club, hosts Alex Kirby and Emily Blue sit down with Dr. Jim Grubman, internationally respected psychologist, family advisor, and co-author of Wealth 3.0: The Future of Family Wealth Advising, for a deep and refreshingly human conversation about how wealth—and the way we talk about it—is changing.Many don’t realize it, but wealth advising as we know it is still in its infancy—just 40 years old. And today, it’s undergoing a quiet but radical transforma...
2025-06-1653 min
Planning & Beyond®22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim GrubmanText us to share what you found helpful!Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this internationally recognized wealth psychology expert Dr. Jim Grubman separates fact from fiction about the much-hyped "Great Wealth Transfer." Drawing from decades of experience consulting with wealthy families and their advisors, Dr. Grubman reveals why many commonly cited statistics about generational wealth transfers are misleading as new research has emerged. From debunking the infamous "shirtsleeves to shirtsleeves in three generations" myth to providing clarity on actual wealth transfer patterns, this conversation equips advisors with a more accurate...
2025-04-1040 min
Risk Parity RadioEpisode 386: Strategies Of The Over-saved, Fun With Leverage And Tips For Our British FriendsIn this episode we answer email from Pankaj, Matthias and Iain. We discuss the simple path to withdrawals when you are over-saved and the over-complications of the over-saved, reprise some information about leveraged accumulation portfolios and provide some tips for a U.K listener.Links:Interview of Jim Grubman: Dr. Jim Grubman: The Psychology of Wealth | Rational Reminder 282PensionCraft YouTube Channel: What Is The Safe Withdrawal Rate In Retirement?Many Happy Returns Podcast: Building a Bulletproof Retirement Portfolio, with Tyler from Portfolio Charts - Many Happy ReturnsAmusing Unedited AI...
2024-12-1124 min
The UHNW Institute PodcastAn Interview with Dr Amirala PashaSummaryIn this insightful conversation, Dr. Jim Grubman and Dr. Amirala Pasha explore the critical distinctions between collaboration and integration in healthcare, particularly within the context of executive health. They discuss the importance of long-term relationships, the role of expert generalists, and the qualities that make effective integrators. The conversation also highlights the need for practical solutions in patient care and the shift from physical proximity to virtual accessibility in fostering collaboration. In this conversation, Jim and Dr Pasha discuss the significance of accessibility and culture in communication within healthcare, the complexities of business models...
2024-12-0555 min
Family Business AudiocastEpisode 32: The Wealth 3.0 Paradigm: Balancing Tradition and Innovation in Family Enterprises with Jim GrubmanR. Adam Smith welcomes Jim Grubman, founder of Family Wealth Consulting and pioneering thought leader in the family business space. With over three decades of experience, Jim discusses his groundbreaking Wealth 3.0 paradigm, which shifts family wealth advising from fear-based strategies toward engagement and resilience. Throughout the conversation, Jim offers profound insights on preparing next-generation family members to develop healthy relationships with wealth, the importance of transparency in family financial planning, and how families can balance honoring tradition while embracing innovation. Drawing from his experience with The Ultra High Net Worth Institute and his book "Strangers in Paradise," Jim examines how...
2024-10-2640 min
Discerning Parenting090 - Navigating Cultural Differences in Parenting with Dr. James GrubmanMany parents may feel caught between cultures at some point. It may be with previous generations such as parenting conflicts with your own parents or in-laws. Or feeling caught between the "traditional" parenting methods we experienced and the gentle parenting we see on the internet and social media.Often, we don't realize how much cultural differences influence the way we see the world, that it's difficult to see any other way. In this second of two episodes with Dr. James Grubman, we dive into how cultural differences affect parenting. Dr. Jim Grubman is an internationally r...
2024-10-0932 min
Discerning Parenting089 - Parenting the Next Generation in Family Business with Dr. James GrubmanIf you have worries like..."My kids didn't struggle the way I struggled growing up. Won't they be spoiled?""Will my child have what it takes to handle future challenges?"...this episode is for you.In this first of two episodes with Dr. James Grubman, we dive into parenting the next generation in family business. Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry. Dr. Grubman has been honored with the 2024 Lifetime Achievement Award by the Family Wealth Report and the 2024 Richard Beckhard Practice...
2024-10-0229 min
Legacy Builders: Strategies for Building Successful Family EnterprisesFrom Within Outward: Embracing Advisors and Peer Insights for Family Enterprise GrowthIn this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough decisions and work through challenges that span generations. Steve, who grew up in a business family himself, shares what he's learned about keeping families and their businesses healthy over time.Throughout the conversation, Steve touches on important ideas like getting advice from people who don't have a hidden agenda, finding family members who can champion positive change, and why it's crucial for families to meet regularly and talk openly. He explains how these practices can...
2024-08-1651 min
Analog AdvisorWealth and Well-Being: Coping with Stress and AnxietyWhat's the relationship between wealth, stress, and anxiety? It's more nuanced than you may think. Hosts Dr. Sonya Lutter and Wes Brown reflect on insights from experts like Dr. Jim Grubman, Moira Somers and Lenore Skenazy, debunking the myth that more money means less stress. Tune in to learn effective strategies for managing stress, like developing support resources, practicing mindfulness, and prioritizing tasks.Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorA...
2024-08-1338 minAnalog AdvisorThe Evolution of Family Wealth Management with Dr. Jim GrubmanHave you ever wondered how the wealth management industry has changed over time and where it's headed in the future? Tune in to hear Dr. Jim Grubman, expert in family wealth and dynamics, unpack his model of "wealth 3.0" - a new approach that moves beyond the fear and negativity of the past to create a more robust field of family advising.Dr. Grubman sits down with hosts Wes Brown and Dr. Sonya Lutter to share effective strategies for nurturing financially savvy children, confidently navigating complex wealth issues, and more.Send us a text...
2024-07-1652 minThe UHNW Institute PodcastThe Ten Domains of Family Wealth - Jim GrubmanSummaryIn this episode, Dr. Jim Grubman discusses the 10 domains of family wealth. The model was developed to provide a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers. The 10 domains include financial and investment management, estate planning and legal matters, social impact and philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing. The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members. The...
2024-06-0630 min
Analog AdvisorWealth, Relationships, and Finding ContentmentWealth isn't just about the money—it's about the richness of our relationships, the quality of our time, and the sense of contentment in our lives. In this episode, hosts Wes Brown and Sonya Lutter reflect on the first quarter of conversations on Analog Advisor. From exploring different "lands of wealth" to the impact of financial transparency on relationship satisfaction, they unpack how money changes the fabric of human connection.From dialogues with Dr. Jim Grubman and Scott Rick, Sonya and Wes have some serious insight to unpack. Learn how joint vs separate bank accounts impact relationship sa...
2024-02-2841 min
Analog AdvisorNavigating Wealth: Financial Literacy and Open Communication in Families with Dr. Jim GrubmanHow does financial literacy and open communication help families navigate wealth and plan for the future? Family wealth consultant Dr. Jim Grubman joins hosts Wes Brown and Dr. Sonya Lutter to dissect the intersection of wealth, psychology, and legacy.Jim shares his career journey from psychology to wealth management, including into his personal experiences with inherited wealth and his approach to teaching children about money management. From adapting parenting styles for affluent families to navigating wealth issues, the conversation offers valuable insights on fostering open communication and promoting positive financial literacy.Psychology, family dynamics, and...
2024-02-1354 minRisk Parity RadioEpisode 318: Leverage, Revealed Preferences In Portfolio Construction, Andean Flutes And Portfolio Reviews As Of February 9, 2024In this episode we answer emails from Anderson, Dennis and Brian. We discuss a proposed levered portfolio and leverage in general, revealed preferences applied to portfolio construction and matching construction to actual or stated goals and staying alive with Andean flute playing.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Ben Felix Video On Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)Optimized Portfolios: Optimized Portfolio - Investing and Personal Finance
2024-02-1138 min
Let's Talk Family Enterprise54: 2023 RetrospectiveIn their traditional annual "retrospective" episode, hosts Steve Legler and Ruth Steverlynck discuss highlights from some of the episodes that debuted in 2023, hoping to stimulate listeners to re-listen for great content they may have missed the first time. Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. ...
2024-01-0936 min
Healthy Love and MoneyA New Vision For What It Means To Be Wealthy As A Couple with Dr. Jim Grubman: Part 2
“If you do not make that mental leap from money as income, to money as assets, it has a huge impact on your ability to actually not only become wealthy, but to maintain wealth.”
Ever wondered how wealth could become a culture, not merely a class? It's a thought-provoking journey that our host Ed Coambs along with Dr. Jim Grubman traverse in this second episode in the two-part series. They liken the journey to wealth to climbing Mount Everest - it's arduous, thrilling, and requires careful navigation. Dr. Grubman brings us face-to-face with the four main...
2023-12-1448 min
Healthy Love and MoneyA New Vision For What It Means To Be Wealthy As A Couple with Dr. Jim Grubman: Part 1
“Many, if not, most people don't know how to be wealthy. They may be in circumstances that could provide them with wealth or actually does provide them with wealth. But psychologically, they're unprepared for the journey that they are on.”
Get ready to redefine your perception of wealth and its influence on our lives. Our host Ed Coambs is accompanied by noted wealth psychology expert Dr. Jim Grubman as they unwrap the fascinating dynamics between love, money, and psychology. They delve into the intricate world of wealth, shattering stereotypical misconceptions and focusing on nurturing healthier relat...
2023-12-0746 min
The Rational Reminder PodcastDr. Jim Grubman: The Psychology of WealthIn this episode, we delve deep into the world of wealth management and family advisory services and explore the evolving landscape of financial wealth planning. Dr. James Grubman, a renowned expert in family wealth psychology and author of Strangers in Paradise and Wealth 3.0, shares his profound insights and expertise on this critical subject. Dr. Grubman is a distinguished figure in family wealth and well-being and has made a mark with his profound understanding and enduring contributions to the field. In our conversation, we unpack the wealth management landscape through a psychological lens. We discuss the definition of wealth, the...
2023-12-071h 14
FOXcastEngaging the Rising Gen with a Strengths-Based Approach with Kristin KeffelerThis week, I have the pleasure of speaking with Kristin Keffeler, Chief Learning Officer at the Johnson Financial Group. Kristin is a celebrated author of such influential books in our industry as the recently published Wealth 3.0: The Future of Family Wealth Advising, and The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. She is also the Dean of Family Positive Psychology at the Purposeful Planning Institute. Kristin is passionate about the challenges and opportunities facing the rising-gen members of enterprising families, a subject she covers in depth in her influential book, The Myth...
2023-11-0238 min
The Inheritance PodcastDr. James Grubman - Wealth 3.0Today we are speaking with once again Dr. James Grubman, an internationally recognized consultant to families of wealth, family businesses, and the advisors who serve them. He is the co-author of one of the buzziest books of the year called Wealth 3.0: The Future of Family Wealth Advising along with Dennis Jaffe and Kristin Keffeler, who I have also interviewed previously on this podcast. I wanted to talk to Jim and get some more color on his attitudes towards wealth advising, the issues with the literature and research in the space, how to escape from a fear-based mindset to one of...
2023-09-2637 min
Let's Talk Family Enterprise50: Wealth 3.0Special Video Episode: Watch the video here Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. DescriptionIn this special 50th video episode, host Steve Legler speaks with all three authors of the recently released book, Wealth 3.0: The Future of Family Wealth Advising, Jim Grubman, Dennis Jaffe and Kristin Keffeler...
2023-09-1259 min
The Family Business PodcastWealth 3.0 - with The Ultra High Net Worth InstituteRegular listeners of the show will be familiar with all of my guests on this weeks show. I am joined by Jim Grubman, Denis Jaffe and Kristin Keffeler as they discuss their new book - Wealth 3.0 - The Future of Family Wealth Advising. In this episode we cover some of the key areas of focus within the book and what it means for families of wealth and in particular those that advise them. This episode is a special collaborative episode with The Ultra High Net Worth Institute in preparation for the...
2023-09-111h 03
One For The MoneyWhat Have We Taught Our Kids about Money?We spend ample time, effort, and resources to ensure our children have a good education when they leave school. However, far too many young adults enter the world without understanding personal finances. In this episode of the One for the Money podcast, I provide information that will likely help your kids more than Pythagoras’ theorem or algebra. In the tips, tricks, and strategies portion, I share a tip to help understand interest rates and rates of return.In this episode...We want the best for our children [01:52]Money communication [02:59]The power of interest [06:07]Teaching our mistakes [09:38]Th...
2023-06-0119 min
Tamarind Learning PodcastsMentoring the Rising GenJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2824 min
Tamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 minTamarind Learning PodcastsThe Power of Mentorship for Rising Gen Readiness with Paul Edelman PhD, PCCJoin host Dr. Kirby Rosplock and coach, facilitator, and family wealth consultant Dr. Paul Edelman for a podcast on mentoring the next, rising, and now generation. Paul and Kirby discuss Jim Grubman's concept of immigrants and natives to wealth and the instrumental role that mentorship plays in helping young people execute their dreams.
2023-02-2800 min
The Human Side of Money70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim GrubmanIn healthcare, client outcomes and client satisfaction are directly correlated to the doctor’s “bedside manner.” The same holds true for client outcomes and satisfaction in financial planning and advice. In fact, research has shown that the #1 thing prospects look for in an advisor is “Interpersonal Skills.” But how do you create trust and improve … Read More Read More
2023-01-181h 20
The Human Side of Money70: Developing The Essential Communication Skills Every Advisor Needs with Dr. Jim GrubmanIn healthcare, client outcomes and client satisfaction are directly correlated to the doctor’s “bedside manner.”
The same holds true for client outcomes and satisfaction in financial planning and advice. In fact, research has shown that the #1 thing prospects look for in an advisor is “Interpersonal Skills.”
But how do you create trust and improve your interpersonal skills?
Fortunately, Dr. Jim Grubman built programs for advisors on how to hone and develop essential communication skills.
Here’s what you’ll learn:
Why courage is a conversational superpower
The two essential communication...
2023-01-181h 20The Family Business PodcastRules or Myths?In this episode of the show I am joined by Dr Jim Grubman as we discuss an article he has written for International Family Offices. In this article he explores the so called "70% Rule". This "rule" states that 70% of wealth transfers globally, fail. In the show Jim highlights which studies, evidence and statistics went in to the publication of the "rule" and why it is essential for practitioners and the families that we serve to ensure that we are not repeating so called "rules" as a marketing or fear tactic. We also look at what ca...
2022-11-2143 minThe Family Business PodcastSeries 11 Preview - Family Business MythsWell, it has been a while since I hit record on my laptop but I am back with a new series of the show that is focussing on some of the common myths that exist within the world of family business and in particular when 'marketing' to family businesses. Joining me in this series are Dr Jim Grubman, Kristin Keffeler and Fiona Graham as we look at the following: The 70% Rule Myth The Myth of the Silver Spoon The Myth that family businesses are old fashioned, andThe Shirtsleeves to Shirtsleeves myth Over the next...
2022-11-2107 min
The Inheritance PodcastDennis Jaffe and Jim Grubman - The Inheritors Dilemma“We're tainted by the worldview and the wish fulfillment about wealthy people and feelings about what is fair and good in life.”
Dennis Jaffe and Jim Grubman take on the dilemmas faced by inheritors and those who acquire wealth in a seminal paper in the psychology of wealth back in 2007. We discuss historical ways people have looked at money in families, how individuals cope with inheritance and how entrepreneurs adjust to their new lives after success. They introduce the concept of Wealth 3.0, which is a new way of thinking about family money as not purely destructive. Dennis and...
2022-09-1355 minThe Family Business PodcastThe Gift of CollaborationWelcome to this special bonus episode of the show. This follows an incredible week spent in the US with Jamie and Maureen Kelley from Bank of Oklahoma, or BOK Financial. Jamie and I attended and spoke at the brilliant Purposeful Planning Institute Rendezvous conference in Denver and then spent some time with Maureen and her team along with some clients. We wanted to share with you this experience and the benefits that can come from collaboration amongst professionals. As we embrace the age of Wealth 3.0 it is more important than ever to focus on the...
2022-07-2952 minThe Family Business PodcastWealth 3.0In this interview I speak with Dennis Jaffe, Kristin Keffeler and Jim Grubman about what developments and evolutions are happening within "Wealth 3.0". We discuss the history of modern wealth advice and what we can learn from Wealth 1.0 and Wealth 2.0. Jim spends some time at the beginning of the episode explaining these terms in case you are unfamiliar with them. We look at what can be learned from a study of 100 year old family businesses as well as other fields such as positive psychology. You can find out more about...
2022-04-1850 minThe Family Business PodcastFamily Wealth IntegrationOn this episode of the show I speak with Dr Jim Grubman and Tom McCullough about the topic of Family Wealth Integration. We discuss what the term means for you as a family but also for you if you are a practitioner working with families of wealth. We explore the four levels of integration that currently exist within the market;- No Integration - Basic Integrated Financial Management - Integrated Wealth Management - Family Wealth IntegrationWe then explore the challenges of developing a practice across the lev...
2022-04-111h 11The Family Business PodcastSeries 9 Trailer - Family WealthWelcome to this trailer for Series 9. This series I will be looking at the topic of Family Wealth in a little more detail and in particular some interesting thought leadership from some great guests. I have an interview with Jim Grubman and Tom McCullough in episode 1 of the series looking at Integrated Family Wealth, we then move on to an episode that looks at Wealth 3.0 with Dennis Jaffe, Jim Grubman and Kristin Keffeler. I then have an interview with Dr Moira Somers where we explore some of the psychology of wealth and lastly a great conversation with...
2022-04-1107 min
Mad Money w/ Jim CramerRBN Energy CEO, Sports Entertainment Acquisition Corp CEO & Cramer’s Airbnb AnalysisIt was a losing day on the tape, where the Dow plunged 543 points, and Jim Cramer is breaking down the downturn. Then, Sports Entertainment Acquisition Corp. is expected to close its deal with sports betting company Super Group in the coming weeks, but will this deal be a touch down for investors? Cramer's talking to Chairman and CFO Eric Grubman. Next, Airbnb’s CEO announced his plans to roam and stay in Airbnbs, and Cramer's giving his bull case for the stock. Plus, oil soared to its highest level in 7 years today - what could the rest of the year ho...
2022-01-1944 min
Let's Talk Family Enterprise10 Domains of Family WealthIntroduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Description Steve Legler speaks with Dr. Jim Grubman about everything from "Wealth 3.0" and the Ten Domains of Family Wealth to the importance of having knowledge, skills and the ability to learn to play well with ot...
2021-12-1433 minMad Money w/ Jim CramerCEO of Lockheed Martin, CEO of Sports Entertainment Acquisition Corporation and Cramer answers questions from cadets and veterans for the Mad Money Salute to Service SpecialMixed day on the market with the Dow down 159, S&P steady and Nasdaq up .52%. Cramer explains why you don’t need to fall for inflation fears and answers questions from West Point cadets for Mad Money’s Veterans Day Salute to Service Special. Then, CEO of Lockheed Martin and former Air Force Pilot, Jim Taiclet, talks about why the defense contractor recruits and hires so many veterans. Then, Cramer breaks down the numbers on hiring Veterans, who does it best, and why it’s good for business. After, CEO of Sports Entertainment Acquisition Corporation and Navy Veteran, Eric Grubman, talks...
2021-11-1244 min
Crafting Solutions to ConflictJames Grubman, PhD, on family wealth, differences, conflicts, and negotiationJim shares insights from his deep experience with legacy families – and shares a secret tip. Jim noted a few key points. Not all differences are going to lead to damaging conflicts. When families work to manage conflicts, it’s not just about communication; negotiation will be necessary. Families will help themselves when they work to improve skills that promote effective negotiation. Families can then carry forward a new template for their interaction, one that will better serve future generations.You can learn more about Jim and his publications at http://jamesgrubman.com/. You can reach him at jim@j...
2021-03-1827 min
Beyond The Balance Sheet PodcastManaging Difficult Clients Without Getting Fired With Dr. Jim GrubmanDr. Jim Grubman is a family wealth consultant and serves as the curriculum expert and chair for the ultra-high net worth institute. He works with families and understands both the psychology of families and the complexities that come with being a high-net-worth family. Dr. Grubman shares with us how wealth is much more complicated to learn and adapt to. Tune in as we talk about issues often arising around wealth and how a consultant can help.
2021-03-1722 minThe Family Business PodcastThe 10 Domains of Family WealthOn this weeks show I am joined by Dr Jim Grubman. Jim spoke with us last year in a really popular episode and I am sure that this episode will be equally popular. We are discussing the Ten Domains of Family Wealth. This is a piece of thought leadership from The Ultra High Net Worth Institute that looks at all of the various domains that families with wealth need to focus on and highlights to advisers that their roles have changed. If you want to find out more about The UHNW Institute you can visit...
2021-03-0847 min
Enterprising Families PodcastThe similarities and differences of Family Enterprises with Dr James GrubmanThe similarities and differences of Family Enterprises with Dr James Grubman
About : Dr James Grubman has provided services to individuals, couples, and families of wealth for over 30 years. His work with clients at many levels of affluence - from the “millionaire next door” to The Forbes 400 - has earned him a reputation as a valued family advisor. Jim often is consulted in situations of complexity where psychology, law, finance, medicine and business all come into play to varying degrees. Jim also brings his knowledge of the client's perspective to his work with single and multi-family offices, Top 100 wealth m...
2021-01-0134 min
The Business of FamilyJim Grubman - Immigrants and Natives - Adapting to Wealth [The Business of Family]Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 30 years. His work with clients at many levels of affluence - from the “millionaire next door” to The Forbes 400 - has earned him a reputation as a valued family advisor.
Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations and co-author with Dennis Jaffe, PhD of Cross Cultures: How Global Families Negotiate Change Across Generations, offering ground-breaking explanations of how individuals and families can adjust to wealth effectively.
Standout Quotes:
"At the affluent and...
2020-10-1952 min
Two Geeks and A Marketing PodcastThe one about the Argos catalogue, Instagram Reels and True Romance - TG06The one about the Argos catalogue, Instagram Reels and True Romance - TG06 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:01:10 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:09:08 Content Spotlights Government rolls out junk food ad ban by Charlotte Rogers Marketing Week. https://www.marketingweek.com/government-junk-food-ad-ban-coronavirus/ Why all B2B brands will become media companies by Chris Savage, CEO of Wistia https://wistia.com/learn/marketing/why-all-b2b-brands-will-become-media-companies 00:27:55 Marketing T...
2020-08-191h 08The Family Business PodcastSuccessful Transitions in a Family BusinessOn this episode I am joined by Dr. Jim Grubman who is an internationally recognised consultant, speaker, and educator in the multidisciplinary field of family wealth psychology. He works with affluent families and their advisors to understand how wealth and life can be integrated successfully.On this episode we cover many different topics. We look at how different generations have reacted to recent events and experiences. We explore the role of governance and discuss what 'good governance' looks like and what it does for families in business. We explore the 'resilience' and what...
2020-07-2446 min
Simply TaxThe Psychology Of Wealth In Taxing TimesAdapting effectively to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family wealth psychologist Dr. James Grubman joins host Damien Martin to discuss the dilemmas, decisions and challenges that come with wealth and share real-world stories for those both new to and coming from wealth. Here’s what’s covered: Immigrants and natives to wealth @02:48 “Adapting from one economic culture to another is harder than people think” @06:44 The three main questions of adaptation @08:34 Best practices for balancing the past with the future in adaptati...
2020-05-2032 min
Simply TaxWhat's a Family Office?A family office can help build and preserve a family’s legacy. Guest Jack Thurman joins Damien Martin to explain how, while also breaking down the ways a family office can benefit a family. TIME STAMPS OF WHAT’S COVERED How Jack defines a family office [01:54] Benefits of a family office [06:01] Is a family office is a good fit for you? [07:38] Common roles a family office can play [12:07] What to look for in a family office advisor [15:16] Evaluating the cost [22:03] Common issues that keep generation one up at night [25:56] Best practices for family offices [29:37] A family offi...
2019-06-2051 min
Wealth of WisdomJames Grubman – How Do You Balance Family Stability with Resilience Over the Generations?In this episode, Tom interviews contributing author Dr. James Grubman on his chapter in the book titled, ‘How Do You Balance Family Stability with Resilience Over the Generations?’. Jim is a psychologist and consultant to multi-generational families about the issues that arise around wealth. He shares from his own experience with families and talks about how they can successfully adapt to changing conditions over time, yet not lose the benefit of the values and skills from the past that got them to where they are today.
2018-11-1427 min
The Steve Pomeranz ShowWhat’s In Store For The Wealth Of Future Generations ?With Dr. James Grubman, Author of the forthcoming book: Cross Cultures: How Global Families Negotiate Change Across GenerationsDr. Jim Grubman of FamilyWealth Consulting is an internationally recognized educator in the multidisciplinary field of family wealth psychology. He works with affluent families and their advisors to understand the many ways that wealth and life can be integrated successfully across current and future generations.He talks of the ground-breaking research that classifies the world’s cultures in three categories: the individualist culture that’s mostly associated with the West (Europe, North America and Australia) and is f...
2015-12-0912 min
The Steve Pomeranz ShowHow Families Adapt to WealthWith Dr. Jim Grubman, Wealth Counselor, Author – “Strangers in Paradise: How Families Adapt to Wealth Across Generations”The American Dream is alive and well. America is still a thriving land of opportunity for immigrants and those who already live here - where people work hard and get into the top 1% of wealth brackets that are significantly higher than what they started out with. Jim Grubman addresses how these wealth transitions influence people, the dilemmas they face when raising their own kids in wealthier environments, and the personalities of those who dedicate themselves to wealth creation.
2015-02-1707 min