Senior Advisor Masterclass: Collaborating with an Evolving Family Enterprise
Niagara on the Lake, ON , CanadaJim will be a featured trainer in a new 1.5 day advisor training co-hosted by Cambridge Forums and The UHNW Institute.
Jim will be a featured trainer in a new 1.5 day advisor training co-hosted by Cambridge Forums and The UHNW Institute.
Jim will once again help design and participate in the annual Symposium held by The UHNW Institute, showcasing the Institute's latest thinking and tools for the family office industry and […]