In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0.
Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration, and open conversations about legacy. Rob and Jamie explore why the “three generations myth” is often misunderstood, how advisors can move from dictating solutions to facilitating dialogue, and what it really takes to help families flourish across generations.