Wealth 3.0

Published: Sep 11, 2023

Let’s Talk Family Enterprise Podcast Episode #50

Host: Steve Legler

Guests: Kristin Keffeler, Dennis Jaffe, James Grubman

In a special 50th episode in this series, host Steve Legler speaks with all three authors of the recently released book, Wealth 3.0: The Future of Family Wealth Advising, Jim Grubman, Dennis Jaffe and Kristin Keffeler. Together, they discuss both the past and future of the field of advising families about wealth issues and cover some of the differences between working with family businesses, family enterprises and families of wealth. This episode is in video format, a first for the Let’s Talk Family Enterprise podcast!

Resources Mentioned in this Podcast

Wealth 3.0: The Future of Family Wealth Advising
by James Grubman, Dennis Jaffe and Kristin Keffeler

Noise: A Flaw in Human Judgment
by Daniel Kahneman, Olivier Sibony and Cass R. Sunstein

Grit: The Power of Passion and Perseverance
by Angela Duckworth

Angela Duckworth’s website, Character Lab: https://characterlab.org/

Ready or Not: Preparing Our Kids to Thrive in an Uncertain and Rapidly Changing World
by Madeline Levine

The Price of Privilege: How Parental Pressure and Material Advantage Are Creating a Generation of Disconnected and Unhappy Kids
by Madeline Levine

From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second Half of Life
by Arthur Brooks

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