How to Be a Wealth 3.0 AttorneyHow to Be a Wealth 3.0 Attorney

http://www.greshampartners.com/team-member/kim-kamin/

Kim Kamin is a partner at Gresham Partners LLC where she serves as Chief Wealth Strategist. In that role, she leads Gresham’s development and implementation of services relating to wealth transfer planning, trust and estate administration, philanthropy and RisingGen engagement and education. Previously she was a partner at a large law firm where for many years her legal practice involved all aspects of estate, trust and charitable planning, administration, and dispute resolution.

In addition, she is an adjunct professor at the Northwestern University Pritzker School of Law and is on faculty as a lecturer for the University of Chicago Booth School of Business Executive Education.

Ms. Kamin is on the Editorial Advisory Board of Trusts and Estates Magazine on the UHNW and Family Office committee. She is also Estate Planning and Legal Services Domain Chair for the UHNW Institute, is a frequent lecturer nationally, and publishes on a broad array of topics.

She received her B.A., with distinction and departmental honors, from Stanford University and her J.D. from the University of Chicago Law School. She is an AEP® (Distinguished) and a 21/64 Certified Advisor.

Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the many issues that arise around wealth in families. He has worked as a psychologist for over thirty-five years in both healthcare and the financial service worlds, giving him broad experience in helping families face a variety of natural problems. He consults to families about family communication, raising children with affluence, succession, and estate planning, among other issues. His recent book, Strangers in Paradise: How Families Adapt to Wealth Across Generations (Amazon, 2013), has been very well-received by advisors and families alike. He has been published widely and quoted extensively by CNBC, The Wall Street Journal, The New York Times, and many other journals and publications.  He holds the Family Business Advising Certificate from the Family Firm Institute and is a member of the Society of Trust and Estate Practitioners and the Boston Estate Planning Council. Email: [email protected] Website: www.jamesgrubman.com