Our guest for this podcast episode could not be any more fitting and appropriate, Dr. Jim Grubman, is a family wealth consultant. He has written several books and articles; he 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. Jim Grubman shares with us how wealth is much more complicated to learn and adapt to. Tune in as we talk about how it is for families of wealth and how you can help them as a consultant.
In This Episode:
Meet Dr. Jim Grubman:
Dr. Jim Grubman is a senior consultant to multigenerational families and their advisors about the issues often arising around wealth. He has over 40 years’ experience in healthcare and financial psychology as a practitioner, educator, author, researcher, and speaker. He has published widely and been quoted in various media including the New York Times, the Wall Street Journal, and CNBC. His global consulting practice, Family Wealth Consulting, is based in the Boston, Massachusetts area.