Jim will be leading a workshop and moderating a panel at the RSM Tony Wood Family Office Institute, sponsored by the Smith Family Business Initiative at Cornell University. Topics will focus on a Wealth 3.0 perspective in developing family office executive skills for working with families and other advisors.

Following a successful event in 2022, Jim will be returning for a second webinar for the Global Association of Independent Advisors (GAIA) on themes of family wealth and future trends in wealth advising globally.