Wealth 3.0
The Future of Family Wealth Advising
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Wealth 3.0
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Narrated by:
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Jerry Schultz
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James Grubman
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Dennis T. Jaffe
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Kristin Keffeler
About this listen
More than four decades ago, the field of family wealth advising began to emerge as a challenge to the tradition of caring only about the money. We now stand at the threshold to the next major transformation, strengthening the focus on family while shedding the fears and flaws that invaded beliefs about the rich. Written by three renowned experts, Wealth 3.0: The Future of Family Wealth Advising outlines how the field arrived at this point and what will be needed to establish a positive vision of family wealth. Through relatable stories and insightful recommendations, Wealth 3.0 is a modern manifesto. It challenges family wealth advising to become the enduring, scalable, rigorous profession it was always destined to be.
PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.
©2023 Family Wealth Consulting (P)2024 Family Wealth Consulting