![TE-susan 2019.jpg TE-susan 2019.jpg](https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blteb5c9d5dba2d4a78/6734c731748322b0921383d1/TE-susan_202019_53.jpg?width=1280&auto=webp&quality=95&format=jpg&disable=upscale)
In previous articles in Trusts & Estates, we’ve covered the concept of Wealth 3.0. It refers to a new, more positive approach to family wealth advising, developed by James Grubman, Dennis Jaffe and Kristin Keffeler. According to those authors, Wealth 3.0 redefines the benchmark of success from a focus on creating and preserving wealth to an emphasis on creating conditions to thrive with wealth. It’s concerned with the quality of the family’s development and well-being rather than the amount of wealth in their lives. An article in this month’s issue, “Philanthropy and Wealth 3.0,” p. 44, by Sharilyn Hale follows up on this concept to discuss how Wealth 3.0 impacts philanthropy. Hale opines that it offers a more skillful view of philanthro...
Unlock All Access Premium Subscription
Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today!
Already Subscribed?