On this episode of the show I speak with Dr Jim Grubman and Tom McCullough about the topic of Family Wealth Integration. We discuss what the term means for you as a family but also for you if you are a practitioner working with families of wealth.
We explore the four levels of integration that currently exist within the market;
- No Integration
- Basic Integrated Financial Management
- Integrated Wealth Management
- Family Wealth Integration
We then explore the challenges of developing a practice across the levels of integration and the skills needed to do so.
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