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Presenting at Private Wealth Advice Forum

By SpeakingMarch, 2024March 17th, 20241 min read

David is presenting at the Private Wealth Advice Forum in Sydney on 14 March 2021. He will interview Jim Grubman, co-author of the new book Wealth 3.0: The Future of Family Wealth Advising.

Their fireside chat discussion will cover the UHNW Institute‘s Ten Domains of Wealth model and the integrated and collaborative approach this promotes, as well as the evolution of the wealth advisory industry that led to the book’s call for the paradigm shift the authors have called Wealth 3.0. For advisors attending the event, this is an opportunity to engage with one of the leading thinkers on the family advisory space.


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