Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth

In this episode of The Purpose of Wealth, renowned family wealth consultant, educator and psychologist Dr. Jim Grubman sits down with host Narelle Hooper to dismantle the fear-based narratives surrounding intergenerational wealth transfer.

Dr. Grubman, co-author of Wealth 3.0, offers a refreshing, positive-psychology-based approach to family wealth. We’ll tackle a longtime trope, ring the Dr Jim helpline, and get a mini masterclass in negotiation between the generations. That way you can find harmony (in the family choir).

Plus, Dr Jim shares three key questions to help your family adapt to change and help build a legacy grounded in values, communication, and intentional stewardship.

Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at purposeofwealth@mutualtrust.com.au

Purpose of Wealth is hosted by Narelle Hooper

Producer and editor is Samuel Phelps

Executive producer is Lauren McWhirter

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