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.
