Wealth 3.0

Narrated by Jerry Schultz , James Grubman , Dennis T. Jaffe , Kristin Keffeler

Released: April 24, 2024
Length: 5 hrs 17 mins
Format: Unabridged Audiobook
Publisher: Family Wealth Consulting

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"Wealth 3.0: The Future of Family Wealth Advising" explores the evolution of the family wealth advising field over the past four decades, highlighting a shift toward emphasizing family dynamics and values alongside financial expertise. Written by three experts, the book offers relatable stories and practical insights, aiming to shape a positive vision for the future of the profession. It serves as a modern guide for transforming and strengthening the role of family wealth advising.

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