Shows
Authors @ DruckerEp. #3: Jim Grubman "Strangers in Paradise"In this episode, Dave Specht & Jim Grubman discuss Jim's book, "Strangers in Paradise: How Families Adapt to Wealth Across Generations". Jim Grubman is a Boston-based family advisor who has worked with individuals, couples, and families of wealth for over 30 years. He is the author of "Strangers in Paradise: How Families Adapt to Wealth across Generations" & the co-author (Dennis Jaffe) of "Cross Cultures: How Global Families Negotiate Change Across Generations". His work has been featured in print, online, and television media, & speaking engagements in wealth management and family dynamics. Recently, Grubman and Jaffe received the prestigious 2021 Family Wealth Report Award...
2025-10-1559 min
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
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
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
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 minSimply 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 adaptation @09:57 The...
2020-05-2032 min