Wealth 3.0: The Future of Family Wealth Advising (Paperback) (ISBN-13: 9798218229450)

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.

Author: Dennis T. Jaffe, Kristin Keffeler Mapp, James Grubman
ISBN-10: 8218229450
ISBN-13: 9798218229450
Publisher: Family Wealth Consulting
Language: English
Published: 07/07/2023
Pages: 212
Format: Paperback
Weight: 0.64lbs
Size: 9.00h x 6.00w x 0.45d