Autonomy and Accountability and the Responsibilies Around a Trust with James Grubman

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 30 years. His work with clients at many levels of affluence - from the “millionaire next door” to The Forbes 400 - has earned him a reputation as a valued family advisor. Jim often is consulted in situations of complexity where psychology, law, finance, medicine and business all come into play to varying degrees. Jim also brings his knowledge of the client's perspective to his work with single and multi-family offices, Top 100 wealth management firms, attorneys, and other advisors. He has coached hundreds of advisors on the core competencies needed to foster exceptional client relationships. 

Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations and co-author with Dennis Jaffe, PhD of Cross Cultures: How Global Families Negotiate Change Across Generations, ground-breaking explanations of how individuals and families can adjust to wealth effectively.  His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and has been featured in The Wall Street Journal, Harvard Business Review, CNBC, The New York Times, and The Boston Globe. He has published widely in the Journal of Wealth Management, the International Family Offices Journal, Journal of Financial Planning, the global family enterprise publication Tharawat Magazine, STEP Journal, and many other media.

A dynamic sought-after speaker, Jim has presented at national and international conferences including the Heckerling Institute on Estate Planning of the University of Miami School of Law, TIGER21, the Institute for Private Investors, and the Family Firm Institute, among many others. He is a collaborator on the Hundred Year Family Enterprise Project for Wise Counsel Research Associates, studying the practices of global families who have successfully made transitions through at least three generations. He also served as academic director for the Cultivating Your Family Legacy series within the Family Legacy and Wealth Program at the John Molson Executive Centre of Concordia University in Montreal, Quebec, as well as a similar program in development at Queens University in Kingston, ON, Canada.

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