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 […]

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 […]

Jim was invited to speak 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 […]