Jim was interviewed in a plenary session about Wealth 3.0 and then led an extensive afternoon workshop for families and advisors of the Family Office Exchange (FOX).

Jim participated in several very successful panels and breakout sessions discussing the increasing complex client families of today and tomorrow, with the impact on UHNW firms, advisors, and family offices.

David Specht of the Claremont Graduate University Drucker School of Management hosted Jim online for a lively discussion of the concepts and advisor tips from Jim's classic book, Strangers in Paradise.

Jim Grubman participated in a lively virtual panel discussion about financial planning, money psychology, and client relationship skills, led by Dr. Meghaan Lurtz of the Columbia University Wealth Management program. Other participants included Dr. Sonya Lutter and Dr. Brian Portnoy.

Jim was interviewed by Maureen Kelley, Director of Family Office Services at BOK Financial Private Wealth, on generational perspectives and positive approaches to wealth.

Jim Grubman, Dennis Jaffe, and Kristin Keffeler returned to the annual PPI Rendezvous for an in-depth workshop on practical implementation of Wealth 3.0. They distributed free copies of the just-released book and led a lunchtable discussion that was so well-attended it had to get moved to an inside room with three large tables to accommodate […]