Jim co-presented on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The well-attended presentation detailed some of the options […]
Jim led an interactive in-depth training on the Ten Domains of Family Wealth during the first afternoon, accompanied by colleagues Stacy Allred and Tom McCullough, at the third annual UHNW […]
The Family Firm Institute bestowed its top practitioner award for 2024 - the prestigious Richard Beckhard Practice Award - on Jim Grubman at the fall FFI Annual Conference in London, […]