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.

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.

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.

Jim helped host a major two-day virtual conference co-sponsored by The UHNW Institute and the Family Wealth Report. The conference covered the first year of the new Ten Domains of Family Wealth model, the implications for family offices and integrated wealth management, and a look ahead to the future based on emerging trends and best practices.

Jim provided 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 successful workshop on understanding basic governance strategies that support excellent decision-making in wealthy families over time. 

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.