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.

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.

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.

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.

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.

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.