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On today’s show, we will be talking to Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the co-author (with Dennis T. Jaffe, Ph.D.) of Cross Cultures: How Global Families Navigate Change Across Generations and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations.
Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to the Forbes Leadership channel.
- The difference between the journey across wealth and the journey up to acquiring wealth.
- The three different types of cultural prototypes within this journey across wealth: The Individualist, the Harmony, and the Honor cultures.
- A 4th culture is starting to emerge blending two or all three of these cultures together
- The next frontier in financial and wealth advising
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Advisor. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations, and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations.
Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel.
Website:https://dennisjaffe.com/
http://jamesgrubman.com/ LinkedIn:
https://www.linkedin.com/in/dennis-jaffe-a686286/
https://www.linkedin.com/in/jim-grubman-80b4289/