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Guest Speaker: James Grubman, PhD, Principal, Family Wealth Consulting, PPI Fellow

Host:  John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description: Following up on Jim Grubman’s popular March 26 webinar Safe Space: Helping Families Develop a Code of Conduct for Family Meetings, Jim will host an interactive conversation about more of the practical aspects of communication ground rules and codes of conduct with families. He will describe case examples from his own practice and will field questions and comments from call participants about their situations. Please read the handouts distributed for the March 26 webinar and review the recording of the webinar if you were not on the call. We will dive right into a discussion of tips, techniques, joys, and nightmares from real-world experiences in working with client families.

Note: The recording and handouts from the March 26th webinar are available to members in the online archives.  Non-members may request access HERE.

Introduction to Our Guest Speaker

Dr. Jim Grubman has provided services to individuals, couples, and families 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. He draws on his experience as a psychologist, neuro­psychologist and family business consultant, with specialty interests in trusts and estate law and family governance.  He also brings his knowledge of the client’s perspective to his work with family offices, wealth management firms, attorneys, and other advisors.

Jim is the author of the widely-renowned Strangers in Paradise: How Families Adapt to Wealth Across Generations, an explanation of how individuals and families can adjust to wealth effectively over time.  He is also co-author with Dennis Jaffe, PhD of Cross Cultures: How Global Families Negotiate Change Across Generations, extending the themes in Strangers in Paradise to ethnic cultures around the world. His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and in The Wall Street Journal, The New York Times, CNBC, The Boston Globe, and other media. He has published widely in the Journal of Wealth Management, Journal of Financial Planning, Private Wealth Magazine, and other journals.

A dynamic, sought-after speaker, Jim has presented at national and international conferences for his thought-leadership in wealth, psychology, estate planning, and wealth management. He has presented at the Heckerling Institute, TIGER21, the Institute for Private Investors, and the Family Firm Institute, among many others.

Jim is academic director for the Cultivating Your Family Legacy program at the Molson Executive Centre at Concordia University in Montreal, QB. He has also provided online advisor education resources and webinars for such organiza­tions as Fidelity Family Office Services and the Family Office Exchange. As a faculty member of the McCallum Graduate School at Bentley University (2004 – 2008), Jim developed the first graduate-level-only course in the United States about psychological aspects of financial advising. He serves on the editorial advisory board for the Journal of Financial Therapy.

Jim is a Fellow of the Purposeful Planning Institute and the Family Firm Institute. He is a full member of the Boston Estate Planning Council and one of only two psychologists in the 20,000-mem­ber international Society of Trust and Estate Practitioners (STEP).

Jim has a master’s degree from the University of Michigan and a Ph.D. in psychology from the University of Vermont. His practice, FamilyWealth Consulting, is based in Massachusetts, USA.

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