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Note From the Editor: April 2024Note From the Editor: April 2024

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Susan R. Lipp - Moderator, Editor in Chief

March 15, 2024

2 Min Read
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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...

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About the Author

Susan R. Lipp - Moderator

Editor in Chief, Trusts & Estates Magazine

Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.
Susan served in leadership positions at Vendome Group, LLC (formerly Brownstone Publishers, Inc.) with editorial responsibility for publications and newsletters. Following her tenure at Vendome Group, Susan joined Community Housing Improvement Program (CHIP) as General Counsel, where she was editor in chief of its monthly newsletter and implemented initiatives to educate members on legal requirements. Susan began her career at Rosenberg and Estis, P.C., a real estate law firm in New York City.
Susan holds a Bachelor of Arts in Sociology from Brandeis University. She received her Juris Doctor Law degree from Hofstra University School of Law, graduating with distinction and having served as Associate Editor of the Law Review. Susan is admitted to practice law in New York State and is a member of the New York State Bar Association.