Skip navigation
Grubman GettyImages-85642743.jpg

Wealth 3.0 in Practice

Harnessing the power of positive attention.

In a previous article in this journal,1 we outlined the rise of a new, more positive approach to family wealth advising we call “Wealth 3.0.” Starting with the historical private banking approach oriented only to managing and preserving money (Wealth 1.0), we identified the roots of current advisory practice in the transformative period from the 1980s to the present (Wealth 2.0). The profound contributions of Wealth 2.0 broadened the understanding of wealth to include the many

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.

If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.

Questions about your account or how to access content?

Contact: [email protected]

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.