UHNW Institute Symposium – New York City

The renowned UHNW Institute Symposium returned for another day and a half of trainings, rollout of new frameworks and tools, and intensive learning and networking for the family office practitioner industry. Jim led preconference trainings on an advanced look at the Ten Domains and an in-depth understanding of the new AIM Framework. He continued his role of helping design and lead many aspects of the event along with other leaders of the Institute.