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.

The Family Firm Institute has announced that the prestigious Richard Beckhard Practice Award for 2024 will be given to Jim Grubman at the fall FFI Annual Conference in London, England, […]

Jim will be presenting or leading several segments at the third annual UHNW Institute Symposium, its marquee event of the year. Topics will focus on the Institute's latest major initiatives […]

Jim will be co-presenting on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The presentation will detail the options […]

Jim will be leading multiple classes and panels at the RSM Tony Wood Family Office Institute, sponsored by the Smith Family Business Initiative at Cornell University led by Dann Van […]