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 […]