Jim presented an overview of multigenerational wealth advising from a Wealth 3.0 perspective at the Eagle Strategies (NY Life) premier event for advisors in Scottsdale AZ.

At the 2023 FFI annual conference in NYC, the co-authors of the book Wealth 3.0 discussed their perspective on distinguishing family wealth advising from family business advising among other aspects […]

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 […]