Latest Past Events

Global Webinar for Independent Advisors

Virtual Event

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 […]

Daylong Workshop at Cornell Family Office Program

New York NY New York

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 […]

Family Office Webinar for Chicago Bar Association

Virtual Event

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 […]