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 […]

Jim Grubman attended the 2025 Purposeful Planning Institute gathering in Colorado, his 15th consecutive Rendezvous since its inception in 2011. He joined a main stage panel of senior PPI Fellows, […]

Jim presented a well-attended webinar for the Family Business Network chapters covering North and South America on topics related to the economic immigrants-and-natives cultural model of wealth, led by the […]

Jim attended the FFI Annual Conference in Boston, MA, USA, with special interest in the tracks discussing family wealth across cultures, led by long-time colleague and collaborator Dennis Jaffe.

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 […]

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 […]

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.

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 […]