Repeat appearance at client events for Montreal bank
Jim returned for a third year to discuss integrated family wealth management for UHNW clients at Financiere Banque Nationale, focusing on legacy and communication skills.
Jim returned for a third year to discuss integrated family wealth management for UHNW clients at Financiere Banque Nationale, focusing on legacy and communication skills.
The Family Firm Institute has announced that the prestigious Richard Beckhard Practice Award for 2024 will be given to Jim Grubman at the fall FFI Annual Conference in London, England, in October. Jim will be attending the London event and participating in the events.