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 bestowed its top practitioner award for 2024 - the prestigious Richard Beckhard Practice Award - on Jim Grubman at the fall FFI Annual Conference in London, […]

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 […]

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 […]

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 […]