James Grubman, PhD

Daylong Workshop at Cornell Family Office Program
2025-01-29 | New York NY, New York
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 Wealth 3.0 perspectives when developing family office skills for executives working with families and other advisors.

Global Webinar for Independent Advisors
2025-02-04 | Virtual Event
Following a successful event in 2022, Jim returned for a second webinar for the Global Association of Independent Advisors (GAIA) on themes of family wealth and future trends in wealth advising globally.

2025 PPI Rendezvous Attendance and Participation
2025-07-28 - 2025-07-31 | Denver CO, Denver, CO, United States
Jim Grubman attended the 2025 Purposeful Planning Institute gathering in Colorado, his 15th consecutive Rendezvous since its inception in 2011. He joined a main stage panel of senior PPI Fellows, discussing topics around care of self, work, and community.

FBN Americas - Webinar
2025-09-16 | Virtual Event
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 FBN Miami chapter. The webinar also touched on significant cross-cultural elements in global families across generations.

Family Firm Institute Annual Conference
2025-10-29 - 2025-10-31 | Boston MA
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.

UHNW Institute Symposium - New York City
2025-11-17 - 2025-11-18 | New York NY, New York
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 industry. Jim led preconference trainings on an advanced look at the Ten Domains and an in-depth understanding of the new AIM Framework. He continued his role of helping design and lead many aspects of the event along with other leaders of the Institute.

2026 Cornell/RSM Program - Advanced Training for Family Office Advisors
2026-01-27 | New York NY, New York
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 how to be an empathic well-rounded family office advisor and executive.

Trove Family Summit Week Event
2026-04-29 | New York NY, New York
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.

Webinars on Co-Resilience for 'The 50' Signature Event
2026-05-14
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 generations. The webinars were very well-attended and well-received.
