Jim spoke 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 Tyszka, the webinar […]

Jim led two engaging workshops and moderated a panel at the RSM Tony Wood Family Office Institute, sponsored by the Smith Family Business Initiative at Cornell University. Topics focused on […]

Following a successful event in 2022, Jim returned for a second webinar for the Global Association of Independent Advisors (GAIA) on themes of family wealth and future trends in wealth […]