Jim provided 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 successful workshop on understanding basic governance strategies that support excellent decision-making in wealthy families over time. 

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.

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).

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.

Jim Grubman and Kristin Keffeler led an interactive 90 minute webinar on the tenets of Wealth 3.0 for the 21/64 advisor collective.

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.