Author page: Shawn Valliere, JD

    An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth
    Family Education & Governance
    An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth
    December 6, 2022

    Family wealth psychologist Dr. James Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors...

    Key Considerations When Deciding Between a Single or Multi-Family Office
    Debt & Expense Management Tax Planning Estate Planning Investment Strategy
    Key Considerations When Deciding Between a Single or Multi-Family Office
    December 16, 2021

    The creation of substantial wealth is often born of tireless entrepreneurial grit and dedication. Once realized, the same effort spent on...

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