James Grubman, PhD

The Ten Domains of Wealth for Successful Families
2023-08-04 | Denver CO, Denver, CO, United States
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 attended and produced a lively discussion looking at the benefits and challenges of integrated services in different practice settings.

Wealth 3.0 Workshop at 2023 PPI Rendezvous
2023-08-03 | Denver CO, Denver, CO, United States
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 everyone.

Conversations Beyond the Money - Webinar
2023-02-16 15:00 - 16:00 (America/New_York) | Virtual Event
Jim was interviewed by Maureen Kelley, Director of Family Office Services at BOK Financial Private Wealth, on generational perspectives and positive approaches to wealth.

Panel Discussion - Psychology of Wealth and the Financial Planning Relationship
2023-01-26 12:00 - 13:00 | Virtual Event
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.

Authors @ Drucker - Webinar
2022-11-17 13:00 - 14:00 | Virtual Event
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.

UHNW Institute Symposium
2022-11-03 | New York NY, New York
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.

Workshop at FOX Fall Forum
2022-10-25 | Atlanta GA
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).

Purposeful Planning Institute - Annual Rendezvous
2022-07-18 - 2022-07-21 | Denver CO, Denver, CO, United States
Jim helped lead two packed sessions on practical applications of Wealth 3.0 with Dennis Jaffe and Kristin Keffeler for PPI’s community of family wealth advisors.

Redefining Our Work for a New Generation
2022-06-08 13:00 - 14:30 | Virtual Event
Jim Grubman and Kristin Keffeler led an interactive 90 minute webinar on the tenets of Wealth 3.0 for the 21/64 advisor collective.

Wealth & Legacy Family Retreat
2022-05-24 - 2022-05-26 | Lake Toxaway, NC, Lake Toxaway, NC, United States
Jim helped facilitate a two-day family retreat for clients of Balentine LLC, an Atlanta-based wealth management firm, on integrating values, philanthropy, and legacy across generations.

UHNW Client Event
2022-04-26 | Montreal QC, Montreal, Quebec, Canada
Jim was the featured presenter at two client events about core issues in family dynamics, sponsored by the wealth advisory team at National Bank Financial (Financiere Banque Nationale).

Don't Let Fear Derail Your Legacy
2022-03-22 | San Antonio TX, San Antonio, TX, United States
Jim presented the new strengths-based approach to family wealth and legacy at two Sendero Wealth Management client events, spanning HNW and UHNW clients, prospects, and advisors.

Wealth 3.0: The Bold New Paradigm for Understanding Family Success
2021-09-14 - 2021-09-17 | Deer Valley UT, Park City, UT, United States
Jim delivered the opening keynote at the Family Office Summit on the concepts and opportunities of a positive, strengths-based approach to family wealth across generations. He also led a workshop on understanding basic governance strategies that support excellent decision-making in wealthy families over time.

UHNW Institute-Family Wealth Report Annual Conference
2021-06-07 - 2021-06-09 | Online Two Day Event

Wealth 3.0 - A New Perspective on Wealth Across Generations
2021-05-18 - 2021-05-19 | Community Foundation for Brevard
Jim presented a special virtual event for the nonprofit Community Foundation for Brevard County in Florida’s Space Coast. He discussed the growing attention to the strengths and opportunities of families with wealth, leaving behind the typical emphasis on the assumed difficulties and failures that families fear are inevitable.

Leave Nothing to Chance: Proactive Planning for Longevity
2021-04-20 - 2021-04-22 | Altair Advisers
In this two-day webinar, Jim collaborated extensively with Anna Nichols of Altair Advisers about steps families can take to ensure continuity in their estate plans and other transitions.

So You Want to Hold a Family Meeting - Now What?
2020-11-17 - 2020-11-18 | Burgundy Asset Management
Jim held an engaging webinar with Mat Harrison of Burgundy Asset Management (Toronto, Canada) in a 90 minute virtual event about the specifics of doing family meetings for families of wealth. During the Q&A portion, registrants asked multiple questions about Next Gen involvement, how to handle disruptive family members in meetings, and whether in-laws should participate in meetings, among other topics.
