Grubman, James
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(Article) Personal reflections on "Cross Cultures: How Global Families Negotiate Change Across Generations"
01.09.2016
Our book, "Cross Cultures: How Global Families Negotiate Change Across Generations", has been a journey toward understanding families more clearly. It grew out of a long process where we stopped viewing families through outmoded ways and began seeing families more accurately. -
(Article) Book Review - Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises by Dennis T Jaffe
01.06.2020
Dr Dennis Jaffe's new book, Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises, is a stellar reminder about ?the whole being greater than the sum of its parts?. Jaffe and Wise Counsel Research have been periodically releasing white papers about the Hundred-Year Families Research Project since its inception seven years ago. For those who have been following the trail of findings and think they are familiar with the territory, I have important news: Borrowed from Your Grandchildren is more than just a compilation of what has been seen to date. It updates, integrates and expands the findings of this groundbreaking project to offer new insights on the nature of successful family enterprises and family wealth. -
(Article) There is no 70% rule - improving outcome research in family wealth advising
15.06.2022
In "There is no 70% rule - improving outcome research in family wealth advising", James Grubman provides a critical analysis of the Williams and Preisser longstanding assertion of a 70% failure rate of wealth transfer from the first generation to the second, plus other outdated statistics and proverbs including "shirtsleeves to shirtsleeves in three generations". He sets out parameters that could guide research in the field, hoping that family wealth advising will continue to evolve and support the longevity of today's complex diverse families.