James Grubman, PhD

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.
