Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth

from Purpose of Wealth · host Mutual Trust

In this episode of The Purpose of Wealth, renowned family wealth consultant, educator and psychologist Dr. Jim Grubman sits down with host Narelle Hooper to dismantle the fear-based narratives surrounding intergenerational wealth transfer.Dr. Grubman, co-author of Wealth 3.0, offers a refreshing, positive-psychology-based approach to family wealth. We’ll tackle a longtime trope, ring the Dr Jim helpline, and get a mini masterclass in negotiation between the generations. That way you can find harmony (in the family choir). Plus, Dr Jim shares three key questions to help your family adapt to change and help build a legacy grounded in values, communication, and intentional stewardship.See omnystudio.com/listener for privacy information.

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This episode is 53 minutes long.

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This episode was published on June 13, 2026.

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