Wealth 3.0 by James Grubman, Dennis Jaffe & Kristin Keffeler

What does it mean to guide wealth in the modern world?

In this episode of Family Book Club, hosts Alex Kirby and Emily Blue sit down with Dr. Jim Grubman, internationally respected psychologist, family advisor, and co-author of Wealth 3.0: The Future of Family Wealth Advising, for a deep and refreshingly human conversation about how wealth—and the way we talk about it—is changing.

Many don’t realize it, but wealth advising as we know it is still in its infancy—just 40 years old. And today, it’s undergoing a quiet but radical transformation. Dr. Grubman helps us understand why the old paradigms of “protect the money at all costs” are giving way to something far more meaningful: a vision of wealth grounded in purpose, empowerment, and inclusive legacy-building.

Together, they explore how families can move from fear-based mindsets to open, values-aligned conversations—whether they’re planning their estate, raising children in affluence, or navigating generational change. With warmth and clarity, Jim shares how the most successful families are those who integrate—not just manage—their wealth across every part of life.

Whether you’re an advisor, a parent, or a member of the rising generation, this episode offers a new lens through which to see your story—and your future.

Episode 5 Highlights: Wealth 3.0 with Jim Grubman

“Seeing wealth more positively and with more possibility.” (6:00)
Jim introduces the central ethos of Wealth 3.0: reframing affluence from anxiety and fear to opportunity and growth.

“What do we keep, let go, and learn?” (7:00)
A set of questions every family and advisor can use to evolve across generations—without losing their center.

"From trusted advisor to trusted team." (9:00)
Why single-expert models are no longer enough—and how collaboration builds stronger outcomes for families.

"Wealth is a new culture." (24:00)
Jim compares wealth to a culture—with creators as immigrants and inheritors as natives—unlocking empathy across generational lines.

"The 10 Domains of Family Wealth." (28:00)
A groundbreaking model that maps the real-life needs of families—from legal and financial to emotional, relational, and educational.

"You're not entitled to their loyalty." (40:30)
Jim delivers a wake-up call to advisors: if you haven’t earned trust from the next generation, don’t expect their retention.

 "Wealth is a curriculum." (47:00)
Rather than “the money talk,” Jim advocates for a lifelong learning model—where financial literacy grows alongside self-awareness.

Find the referenced material covering the 10 Domains of Family Wealth, here.

For more insights from Dr. Jim Grubman, visit jamesgrubman.com or explore his latest book Wealth 3.0, co-authored with Dennis Jaffe and Kristin Keffeler.

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