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Beyond The Balance Sheet Podcast

Mar 17, 2021

Dr. Jim Grubman is a family wealth consultant and serves as the curriculum expert and chair for the ultra-high net worth institute. He works with families and understands both the psychology of families and the complexities that come with being a high-net-worth family. Dr. Grubman shares with us how wealth is much more complicated to learn and adapt to. Tune in as we talk about issues often arising around wealth and how a consultant can help.