Jim’s longstanding contributions to the prominent nonprofit think tank, The UHNW Institute, were recognized by the Institute’s Board of Directors in his appointment to emeritus status as of January, 2026. Engaged in the startup and development of the Institute since early 2019, Jim helped spearhead many groundbreaking models and initiatives. These have included development of The Ten Domains of Family Wealth™ as well as the Institute’s glossary of wealth advisory terms – the Wealthesaurus™, the AIM Framework™, and the broad initiative helping to set guidelines for Integrated Family Wealth Management. Jim also helped found and oversee the Institute’s extensive Resource Library as well as multiple events, webinars, trainings, and activities. He will continue to be active in The UHNW Institute as a strategic advisor and contributor on special projects.