James Grubman, PhD

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.

Senior Advisor Masterclass: Collaborating with an Evolving Family Enterprise
2026-11-11 - 2026-11-13 | Niagara on the Lake, ON, Canada
Jim will be a featured trainer in a new 1.5 day advisor training co-hosted by Cambridge Forums and The UHNW Institute.

2026 Annual UHNW Institute Symposium
2026-11-17 - 2026-11-18 | New York NY, New York
Jim will once again help design and participate in the annual Symposium held by The UHNW Institute, showcasing the Institute’s latest thinking and tools for the family office industry and families.
