James Grubman

Description

In response to many requests for training about the “Immigrants and Natives” concepts, Jim Grubman will be providing a day-long workshop on July 30, 2014 in conjunction with the 4th annual Rendezvous of the Purposeful Planning Institute (PPI) see registration link here . The workshop is designed for experienced Financial Advisors, Wealth Managers, Attorneys and other professionals who work with Ultra-High-Net-Worth families. Registrants should already have experience in working with multi-generational families with at least $25 million in investable assets.

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for nearly 20 years. He has worked with clients at many levels of affluence up to and including the Forbes 400 level. He often is consulted in situations of complexity where an understanding of psychology, law, finance, medicine and business all come into play to varying degrees. He draws on his experience as a psychologist, neuropsychologist and family business consultant with specialty interests in trusts and estate law, family business, family systems, and wealth psychology.

Using skills developed as a psychologist for over 30 years, he helps individuals and families work through the natural dilemmas of acquired or inherited wealth. He also teaches, trains, and collaborates with the important advisors in clients` lives. The goal - to help those with good fortune achieve their greatest potential.

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