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Philanthropy and Wealth 3.0

A more skillful view regarding advice on charitable giving.

Have you heard of Wealth 3.0? It’s a new paradigm that reframes and deepens how advisors across disciplines may work with ultra-high-net-worth (UHNW) clients. Responding to long-term shifts in professional advising and the increasing influence of positive psychology, James Grubman, Dennis T. Jaffe and Kristin Keffeler have advanced a more nuanced and balanced understanding of wealth as a complex opportunity for families in their book, Wealth 3.0: The Future of Family Wealth Advising.

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