Defining Your Purpose for Wealthy Families and Their Single Family Offices

Published: Feb. 1, 2019, midnight

In this episode, Angelo speaks with James Grubman, Ph.D., Founder, Family Wealth Consulting, who works with affluent families and their advisors to understand the many ways that wealth and life can be integrated successfully. Through guided focus, he helps families integrate knowledge and skill with one goal - to help those with good fortune achieve their greatest potential.