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Continuing the Deep Dive into Wealth 3.0: Advanced Tips and Ideas for Implementing the Approach

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December 13th at Noon ET / 11:00am CT (60 minutes)

Guest Speakers: 

Kristin Keffeler, MSM & MAPP Principal, Illumination360, PPI Dean of Positive Psychology
Dennis T. Jaffe, Senior Research Fellow, Banyan Global Family Business Advisors

Host:  James Grubman, PhD, Owner, Family Wealth Consulting, PPI Fellow

Following strong interest and participation at the September 13 webinar on Wealth 3.0, a second interactive discussion was scheduled at audience request to continue the learning about practical applications of the new paradigm. In this webinar, Jim Grubman, Dennis Jaffe, and Kristin Keffeler will update PPI on their latest article (accepted by Trusts & Estates for early 2023), ongoing work on a book about the topic, and the many tips and techniques rapidly spreading about Wealth 3.0.

After a short presentation, the webinar will open up to questions, ideas, concerns, and any other responses that the PPI community wants to bring forward. Please feel free to submit questions or comments in advance to info@purposefulplanninginstitute.com or at the time of the call. Come prepared to participate actively!

Introduction to Our Host

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 30 years. With an international reputation as a valued family advisor, he is often consulted in situations of complexity where psychology, law, finance, medicine and business all come into play to varying degrees. In recognition of his prominence in the industry, Jim and his frequent collaborator, Dennis Jaffe, were honored with the prestigious 2021 Family Wealth Report award for Outstanding Contribution to Thought Leadership.  

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 JournalHarvard 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 JournalJournal 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 has also served as academic director for the Family Legacy and Wealth Program at the John Molson Executive Centre of Concordia University in Montreal, Quebec, as well as a similar program at Queens University in Kingston, ON, Canada.

Introduction to Our Guest Speakers

Kristin KeffelerKristin Keffeler has dual roles as the founder and principal for Illumination360 and the Chief Learning Officer for the Johnson Financial Group, a multi-family office and wealth management firm based in Denver. She is an advisor and certified professional coach working with enterprising families, families of wealth, and rising generation family members. 

She has specializations in business design, human motivation and behavioral change, family dynamics, family governance, intergenerational collaboration, and the ‘inner work’ of money.  Kristin recently published her research findings on the traits and skills that support a path to thriving for the next generation in ultra-high net worth families, a thesis entitled: Becoming the Rising Generation: Uncovering the Path to Thriving for the Next Generation in Ultra-high Net Worth Families.

Kristin is the fourth child and only daughter of a successful entrepreneurial father and a mother who is a gifted writer. Both modeled for Kristin the roadmap of turning vision-to-action through innovative thinking, big ideas, courageous leaps of faith and daily tenacity.  

As a rising gen leader and a raving fan of her own family of origin, she stands in the shoes of the clients she serves.  She started her firm in 2005 and it has become her ‘living laboratory’ for finding her own path to thriving in the presence of family wealth.

Dr. Jaffe, a member of Wise Counsel Research, is a San Francisco-based advisor to families about family business, governance, wealth and philanthropy. He is author of Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; Cross Cultures: How Global Families Negotiate Change Across Generations; Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, and Working With the Ones You Love. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America. The Family Firm Institute awarded him the 2017 International Award for service, and in 2005 he received the Beckhard Award for service to the field. In 2020 he was awarded a special commendation as an individual thought leader in the field of wealth management by the Family Wealth Report. He has a BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.

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December 13, 2022

@ 12:00 pm

1:00 pm

EST