From Generational Wealth Myths to Modern Advising: Wealth 3.0

About this episode

This episode explores the evolution of wealth management towards a more holistic approach known as Wealth 3.0.

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. Listeners will come away with a fresh perspective on wealth: one where success is measured not just in financial returns, but in relationships, shared purpose, and resilience. With Jamie's real-world insights and practical steps, this episode shows how both families and advisors can embrace a more holistic, human-centered future for wealth advising. Chapters 00:00 Introduction to Global Thinking Podcast 00:41 Wealth Management Evolution: From Traditional to Modern 03:21 Understanding Wealth 3.0: A Paradigm Shift 10:44 The Role of Advisors in Wealth 3.0 14:36 Challenges in Family Wealth Conversations 18:44…

People in this episode

Host: Rob Duncan

Guest: Jamie McBride

Topics covered

• Wealth Management
• Wealth 3.0
• Family Values
• Legacy
• Advising

Keywords

• Generational Wealth
• Collaboration
• Financial Returns
• Human-Centered Advising

Mentioned in this episode

Books & works: Introduction to Global Thinking, Wealth Management Evolution: From Traditional, Understanding Wealth 3.0:, The Role of Advisors in Wealth 3.0, Sapiens by Yuval Harari

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