Loading Events

« All Events

Daylong Workshop at Cornell Family Office Program

January 29, 2025

Jim will be leading multiple classes and panels at the RSM Tony Wood Family Office Institute, sponsored by the Smith Family Business Initiative at Cornell University led by Dann Van Der Vliet. Topics will include understanding a Wealth 3.0 perspective in developing the skills family office executives need for working with families.

Details

Date:
January 29, 2025

Venue

New York NY