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.

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.

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 […]

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.

Jim was invited to speak 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.

Jim will be leading a workshop and moderating a panel at the RSM Tony Wood Family Office Institute, sponsored by the Smith Family Business Initiative at Cornell University. Topics will focus on a Wealth 3.0 perspective in developing family office executive skills for working with families and other advisors.