Wealth 3.0 cover art

Wealth 3.0

The Future of Family Wealth Advising

Preview
LIMITED TIME OFFER

3 Months Free

£5.99/mo after 3 months. Cancel monthly.
Get this deal
Offer ends on 15 July 2026 at 11:59 BST.
More purchase options

Wealth 3.0

By: James Grubman, Dennis Jaffe, Kristin Keffeler
Narrated by: Jerry Schultz, James Grubman, Dennis T. Jaffe, Kristin Keffeler
Get this deal

£5.99/mo after 3 months. Cancel monthly.

Buy Now for £12.20

Buy Now for £12.20

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.

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2023 Family Wealth Consulting (P)2024 Family Wealth Consulting
Personal Finance Money
adbl_web_anon_alc_button_suppression_t1
No reviews yet