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X-WR-CALNAME:James Grubman, PhD
X-ORIGINAL-URL:https://jamesgrubman.com
X-WR-CALDESC:Events for James Grubman, PhD
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DTSTART;VALUE=DATE:20241120
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SUMMARY:Schwab IMPACT Conference Presentation
DESCRIPTION:Jim co-presented on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The well-attended presentation detailed some of the options and strategic decisions firms may have concerning integrated service models.
URL:https://jamesgrubman.com/event/schwab-impact-conference-presentation/
LOCATION:San Francisco\, CA
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