Jim will be presenting or leading several segments at the third annual UHNW Institute Symposium, its marquee event of the year. Topics will focus on the Institute's latest major initiatives on integrated family wealth management and the Ten Domains of Family Wealth.

Jim will be co-presenting on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The presentation will detail the options and strategic decisions that firms may have for the future concerning integrated service models.