The 2023 book, Wealth 3.0: The Future of Family Wealth Advising,1 and several related articles2 outline a fresh perspective on advising families about wealth. The perspective is grounded in a historical context in which, prior to approximately 1985 and still dominant in many areas of wealth management, the era of “Wealth 1.0” focused mainly on a family’s financial assets without much concern for the family’s emotional, psychological, governance or long-term
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