James Grubman, PhD

2026 Cornell/RSM Program - Advanced Training for Family Office Advisors
2026-01-27 | New York NY, New York
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 how to be an empathic well-rounded family office advisor and executive.

UHNW Institute Symposium - New York City
2025-11-17 - 2025-11-18 | New York NY, New York
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 industry. Jim led preconference trainings on an advanced look at the Ten Domains and an in-depth understanding of the new AIM Framework. He continued his role of helping design and lead many aspects of the event along with other leaders of the Institute.

Family Firm Institute Annual Conference
2025-10-29 - 2025-10-31 | Boston MA
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.

FBN Americas - Webinar
2025-09-16 | Virtual Event
Jim presented a well-attended webinar for the Family Business Network chapters covering North and South America on topics related to the economic immigrants-and-natives cultural model of wealth, led by the FBN Miami chapter. The webinar also touched on significant cross-cultural elements in global families across generations.

2025 PPI Rendezvous Attendance and Participation
2025-07-28 - 2025-07-31 | Denver CO, Denver, CO, United States
Jim Grubman attended the 2025 Purposeful Planning Institute gathering in Colorado, his 15th consecutive Rendezvous since its inception in 2011. He joined a main stage panel of senior PPI Fellows, discussing topics around care of self, work, and community.

Global Webinar for Independent Advisors
2025-02-04 | 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 advising globally.

Daylong Workshop at Cornell Family Office Program
2025-01-29 | 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 Wealth 3.0 perspectives when developing family office skills for executives working with families and other advisors.

Family Office Webinar for Chicago Bar Association
2024-12-19 | 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 was a lively interactive discussion on the growing importance of collaboration skills and procedures for attorneys and other professionals.

Schwab IMPACT Conference Presentation
2024-11-20 | San Francisco, CA
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.

The UHNW Institute Annual Symposium - 2024
2024-11-13 - 2024-11-14 | New York NY, New York
Jim led an interactive in-depth training on the Ten Domains of Family Wealth during the first afternoon, accompanied by colleagues Stacy Allred and Tom McCullough, at the third annual UHNW Institute Symposium. During the second day, Jim participated in several segments focusing on the Institute’s latest major initiatives on integrated family wealth management. Feedback from the event was that the Symposium was the best it had ever been.

Prestigious FFI award announced
2024-10-25 | London, England, UK, London, United Kingdom
The Family Firm Institute bestowed its top practitioner award for 2024 – the prestigious Richard Beckhard Practice Award – on Jim Grubman at the fall FFI Annual Conference in London, England.

Repeat appearance at client events for Montreal bank
2024-10-03 | Montreal QC, Montreal, Quebec, Canada
Jim returned for a third year to discuss integrated family wealth management for UHNW clients at Financiere Banque Nationale, focusing on legacy and communication skills.

TIGER21 Canada Speaking Event
2024-06-19
Jim spoke at a special retreat workshop session for TIGER 21 (Calgary chapter) in Kelowna, BC, in western Canada at the remarkable O’Rourke Family Estate overlooking Kelowna Lake.

Audiobook Version of Wealth 3.0 Available
2024-04-24 | Virtual Event
For those wanting to learn more about Wealth 3.0 (the book and the paradigm), an audiobook version was published to Audible on April 24. It already is garnering very good reviews and multiple downloads.

Conference Session on Multigenerational Wealth Advising
2024-03-22 | Phoenix AZ
Jim presented an overview of multigenerational wealth advising from a Wealth 3.0 perspective at the Eagle Strategies (NY Life) premier event for advisors in Scottsdale AZ.

Wealth 3.0 Discussion at FFI Annual Conference
2023-10-26 | New York NY, New York
At the 2023 FFI annual conference in NYC, the co-authors of the book Wealth 3.0 discussed their perspective on distinguishing family wealth advising from family business advising among other aspects of the new paradigm.

The Ten Domains of Wealth for Successful Families
2023-08-04 | Denver CO, Denver, CO, United States
Jim presented to the Bailey Program at the University of Denver about the Ten Domains of Family Wealth, the conceptual model pioneered by the UHNW Institute. The Roundtable was well attended and produced a lively discussion looking at the benefits and challenges of integrated services in different practice settings.

Wealth 3.0 Workshop at 2023 PPI Rendezvous
2023-08-03 | Denver CO, Denver, CO, United States
Jim Grubman, Dennis Jaffe, and Kristin Keffeler returned to the annual PPI Rendezvous for an in-depth workshop on practical implementation of Wealth 3.0. They distributed free copies of the just-released book and led a lunchtable discussion that was so well-attended it had to get moved to an inside room with three large tables to accommodate everyone.

Conversations Beyond the Money - Webinar
2023-02-16 15:00 - 16:00 (America/New_York) | Virtual Event
Jim was interviewed by Maureen Kelley, Director of Family Office Services at BOK Financial Private Wealth, on generational perspectives and positive approaches to wealth.

Panel Discussion - Psychology of Wealth and the Financial Planning Relationship
2023-01-26 12:00 - 13:00 | Virtual Event
Jim Grubman participated in a lively virtual panel discussion about financial planning, money psychology, and client relationship skills, led by Dr. Meghaan Lurtz of the Columbia University Wealth Management program. Other participants included Dr. Sonya Lutter and Dr. Brian Portnoy.

Authors @ Drucker - Webinar
2022-11-17 13:00 - 14:00 | Virtual Event
David Specht of the Claremont Graduate University Drucker School of Management hosted Jim online for a lively discussion of the concepts and advisor tips from Jim’s classic book, Strangers in Paradise.

UHNW Institute Symposium
2022-11-03 | New York NY, New York
Jim participated in several very successful panels and breakout sessions discussing the increasing complex client families of today and tomorrow, with the impact on UHNW firms, advisors, and family offices.

Workshop at FOX Fall Forum
2022-10-25 | Atlanta GA
Jim was interviewed in a plenary session about Wealth 3.0 and then led an extensive afternoon workshop for families and advisors of the Family Office Exchange (FOX).

Purposeful Planning Institute - Annual Rendezvous
2022-07-18 - 2022-07-21 | Denver CO, Denver, CO, United States
Jim helped lead two packed sessions on practical applications of Wealth 3.0 with Dennis Jaffe and Kristin Keffeler for PPI’s community of family wealth advisors.

Redefining Our Work for a New Generation
2022-06-08 13:00 - 14:30 | Virtual Event
Jim Grubman and Kristin Keffeler led an interactive 90 minute webinar on the tenets of Wealth 3.0 for the 21/64 advisor collective.

Wealth & Legacy Family Retreat
2022-05-24 - 2022-05-26 | Lake Toxaway, NC, Lake Toxaway, NC, United States
Jim helped facilitate a two-day family retreat for clients of Balentine LLC, an Atlanta-based wealth management firm, on integrating values, philanthropy, and legacy across generations.

UHNW Client Event
2022-04-26 | Montreal QC, Montreal, Quebec, Canada
Jim was the featured presenter at two client events about core issues in family dynamics, sponsored by the wealth advisory team at National Bank Financial (Financiere Banque Nationale).

Don't Let Fear Derail Your Legacy
2022-03-22 | San Antonio TX, San Antonio, TX, United States
Jim presented the new strengths-based approach to family wealth and legacy at two Sendero Wealth Management client events, spanning HNW and UHNW clients, prospects, and advisors.

Wealth 3.0: The Bold New Paradigm for Understanding Family Success
2021-09-14 - 2021-09-17 | Deer Valley UT, Park City, UT, United States
Jim delivered the opening keynote at the Family Office Summit on the concepts and opportunities of a positive, strengths-based approach to family wealth across generations. He also led a workshop on understanding basic governance strategies that support excellent decision-making in wealthy families over time.

UHNW Institute-Family Wealth Report Annual Conference
2021-06-07 - 2021-06-09 | Online Two Day Event
