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
"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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