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 […]

Jim will be a featured trainer in a new 1.5 day advisor training co-hosted by Cambridge Forums and The UHNW Institute.

Jim will once again help design and participate in the annual Symposium held by The UHNW Institute, showcasing the Institute's latest thinking and tools for the family office industry and […]