Jim presented to the Bailey Program at the University of Denver about the Ten Domains of Family Wealth, the conceptual model pioneered by the UHNW Institute. The Roundtable was well […]

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 […]

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