JAMES GRUBMAN PH.D. has provided services to individuals, couples, and families of wealth for over 25 years. His work with clients at many levels of affluence - from the “millionaire next door” to the Forbes 400 - has earned him a wide reputation as a valued family advisor. He utilizes his training and experience as a psychologist, neuro¬psychologist, and family business consultant, with specialty interests in trusts and estate law, family business, family systems, and wealth psychology.

In addition to his extensive work with families, Jim brings his knowledge of the client's perspective to his work with family offices, wealth management firms, attorneys, and other advisors. He has collaborated or consulted with single and multi-family offices, institutional financial firms, and Top 100 independent wealth management advisory firms.

Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations, an innovative explanation of the many paths individuals and families take in coping with wealth. His work has been discussed in Malcolm Gladwell’s 2013 book, David and Goliath, and has been featured in The Wall Street Journal, Business Week, CNBC, The New York Times, The Boston Globe, and Private Wealth magazine. He has published widely in the Journal of Wealth Management, Journal of Financial Planning, Private Wealth Magazine, and other media. He is also a collaborator on the Hundred Year Family Enterprise Project directed by Wise Counsel Research.

A dynamic sought-after speaker, Jim has presented at national and international conferences in wealth, psychology, estate planning, and wealth management. He has provided advisor education and training resources for the online educational services of State Street Global Advisors along with webinars for such organizations as Fidelity Family Office Services and the Family Office Exchange. As a faculty member of the McCallum Graduate School of Business at Bentley University (2004 through 2008), Jim developed and taught the first graduate-level-only course in the United States about the psychological aspects of financial planning and advising. He serves on the editorial advisory board for the Journal of Financial Therapy.
Jim is a Fellow of the Family Firm Institute. He is a full member of the Boston Estate Planning Council and is one of only two US psychologists in the internationally-based Society of Trust and Estate Practitioners (STEP).

Jim has a master's degree in psychopharmacology from the University of Michigan and a Ph.D. in psychology from the University of Vermont. He is a licensed psychologist in Massachusetts where his practice, FamilyWealth Consulting, is based. Website: www.JamesGrubman.com

James Grubman
Senior Advisor and Partner
Cambridge Family Enterprise Group

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