James Grubman, PhD

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.
