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DTSTART;VALUE=DATE:20251117
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UID:8562-1763337600-1763510399@jamesgrubman.com
SUMMARY:UHNW Institute Symposium - New York City
DESCRIPTION: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.
URL:https://jamesgrubman.com/event/uhnw-institute-symposium-new-york-city/
LOCATION:New York NY\, New York
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DTSTART;VALUE=DATE:20260127
DTEND;VALUE=DATE:20260128
DTSTAMP:20260515T205810
CREATED:20250701T133231Z
LAST-MODIFIED:20260206T162438Z
UID:8560-1769472000-1769558399@jamesgrubman.com
SUMMARY:2026 Cornell/RSM Program - Advanced Training for Family Office Advisors
DESCRIPTION: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.
URL:https://jamesgrubman.com/event/2026-cornell-rsm-program-advanced-training-for-family-office-advisors/
LOCATION:New York NY\, New York
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DTSTART;VALUE=DATE:20260429
DTEND;VALUE=DATE:20260430
DTSTAMP:20260515T205810
CREATED:20260513T133235Z
LAST-MODIFIED:20260513T133235Z
UID:10359-1777420800-1777507199@jamesgrubman.com
SUMMARY:Trove Family Summit Week Event
DESCRIPTION: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.
URL:https://jamesgrubman.com/event/trove-family-summit-week-event/
LOCATION:New York NY\, New York
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260514
DTEND;VALUE=DATE:20260515
DTSTAMP:20260515T205810
CREATED:20260513T135205Z
LAST-MODIFIED:20260513T135205Z
UID:10363-1778716800-1778803199@jamesgrubman.com
SUMMARY:Webinars on Co-Resilience for 'The 50' Signature Event
DESCRIPTION: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.
URL:https://jamesgrubman.com/event/webinars-on-co-resilience-for-the-50-signature-event/
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