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

Jim led two engaging workshops and moderated a panel at the RSM Tony Wood Family Office Institute, sponsored by the Smith Family Business Initiative at Cornell University. Topics focused on Wealth 3.0 perspectives when developing family office skills for executives working with families and other advisors.

Jim spoke before the first-ever family office committee of the Chicago Bar Association about the complex ecosystem that is UHNW services for clients.  Facilitated by attorney Nicholas Tyszka, the webinar was a lively interactive discussion on the growing importance of collaboration skills and procedures for attorneys and other professionals.