Grubman James

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356 Montague City Rd
Turners Falls, MA 01376

Grubman James, based in Turners Falls, MA, is an internationally recognized consultancy specializing in serving the needs of affluent families, family enterprises, and their advisors. Dr. Jim Grubman, a leading expert in wealth management, leverages his extensive knowledge in psychology and family dynamics to facilitate meaningful family meetings and educate advisors on the complexities of wealth integration.

Honored with the Lifetime Achievement Award by Family Wealth Report in 2024, Dr. Grubman is at the forefront of advancing thought leadership in the wealth management field. His efforts include developing frameworks such as The Ten Domains of Family Wealth and contributing to various publications and events that address the unique challenges faced by ultra-high-net-worth families and their advisors.

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