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 […]
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 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 […]