Roundtable featuring Dr. Jim Grubman

August 4, 2023

A New Roadmap to Navigate the Complexities of Multigenerational Success

Families know all too well that the hallmark of wealth is complexity. They encounter daily an often bewildering array of tasks, questions, issues, and dilemmas. This Bailey Program for Family Enterprise Roundtable featured Dr. Jim Grubman, an internationally-recognized family wealth consultant, who discussed a new way to understand and organize the complexity of wealth. Developed by The UHNW Institute, a nonprofit think tank, the Ten Domains of Family Wealth model is gaining recognition as a guide for families in understanding their needs, their advisors, and ultimately themselves. Participants learned, asked questions, and assessed where their families can make progress.