Jim Grubman returned to the RSM Family Office Advanced Leadership Program for a second year, collaborating with Kristin Keffeler on the fundamentals of understanding family clients, generations of wealth, and […]

The renowned UHNW Institute Symposium returned for another day and a half of trainings, rollout of new frameworks and tools, and intensive learning and networking for the family office practitioner […]

Jim attended the FFI Annual Conference in Boston, MA, USA, with special interest in the tracks discussing family wealth across cultures, led by long-time colleague and collaborator Dennis Jaffe.