UHNW Client Event
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).
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).
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.