Panel Discussion - Psychology of Wealth and the Financial Planning Relationship
2023-01-26 12:00 - 13:00 (America/New_York) | 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.

Conversations Beyond the Money - Webinar
2023-02-16 15:00 - 16:00 | 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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Trove Family Summit Week Event
2026-04-29 | New York NY, New York
Jim Grubman, Tom McCullough, and Steve Prostano of the UHNW Institute presented a session on the Table Stakes framework at this inaugural well-attended event.

Webinars on Co-Resilience for 'The 50' Signature Event
2026-05-14
Jim Grubman and Craig DeLucia of the Gleneagles Group collaborated on two in-depth discussions of a new concept of Co-Resilience between a single family office and their principal family across generations. The webinars were very well-attended and well-received.

Senior Advisor Masterclass: Collaborating with an Evolving Family Enterprise
2026-11-11 - 2026-11-13 | Niagara on the Lake, ON, Canada
Jim will be a featured trainer in a new 1.5 day advisor training co-hosted by Cambridge Forums and The UHNW Institute.

2026 Annual UHNW Institute Symposium
2026-11-17 - 2026-11-18 | New York NY, New York
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 families.
