James Grubman TEP

Family Wealth Consulting

Dr. Jim Grubman is a global consultant to multigenerational families and their advisors about the issues that arise around wealth and family business. Dr. Grubman is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author with Dennis T. Jaffe, PhD of Cross Cultures: How Global Families Navigate Change Across Generations.  He has been published widely and quoted extensively by The Wall Street Journal, The New York Times, CNBC, and many other publications, including Malcolm Gladwell’s book, David and Goliath.  Dr. Grubman holds Fellow status in the Family Firm Institute and the Purposeful Planning Institute and is a member of several US and international estate planning organizations. His practice is based in Massachusetts, USA.

The Sponsors

Jersey Finance Pictet North America Advisors S.A. Rawlinson & Hunter Ministry of Financial Services - Commonwealth of the Bahamas IRI-The Marshall Islands Registry Bermuda Business Development Agency Abu Dhabi Global Market Bryn Mawr Trust Company of Delaware International Wealth Tax Advisors LOM Financial Miller Thomson LLP Touchstone WSFS Wealth - Christiana Trust Enhance Group Henley & Partners Invest Barbados Boslil Bank Limited Hull & Hull LLP Legacy Tax + Trust Lawyers Thorsteinssons LLP