Episode 29

Dr Jim Grubman – A Mini Masterclass for Families of Wealth

Purpose of Wealth Podcast

About the episode

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.

Featuring

Narelle Hooper - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Dr Jim Grubman - Guest

Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors who serve them. His work with clients at every level of wealth has earned him a global reputation for thought leadership within the field. Integrating his deep knowledge of psychology, family dynamics, wealth management, and family business, he has specialized in trusts and estates issues, family governance, and the unique adaptations needed with personal and family wealth.