The Family Firm Institute bestowed its top practitioner award for 2024 - the prestigious Richard Beckhard Practice Award - on Jim Grubman at the fall FFI Annual Conference in London, […]
Jim led an interactive in-depth training on the Ten Domains of Family Wealth during the first afternoon, accompanied by colleagues Stacy Allred and Tom McCullough, at the third annual UHNW […]
Jim co-presented on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The well-attended presentation detailed some of the options […]
Jim was invited to speak before the first-ever family office committee of the Chicago Bar Association about the complex ecosystem that is UHNW services for clients. Facilitated by attorney Nicholas […]
Jim will be leading a workshop and moderating a panel at the RSM Tony Wood Family Office Institute, sponsored by the Smith Family Business Initiative at Cornell University. Topics will […]
Following a successful event in 2022, Jim will be returning for a second webinar for the Global Association of Independent Advisors (GAIA) on themes of family wealth and future trends […]