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 […]