2026-11-11 Senior Advisor Masterclass: Collaborating with an Evolving Family Enterprise Senior Advisor Masterclass: Collaborating with an Evolving Family Enterprise November 11, 2026 - November 13, 2026 Senior Advisor Masterclass: Collaborating with an Evolving Family Enterprise Jim will be a featured trainer in a new 1.5 day advisor training co-hosted by Cambridge Forums and The UHNW Institute.
2026-11-17 2026 Annual UHNW Institute Symposium 2026 Annual UHNW Institute Symposium November 17, 2026 - November 18, 2026 2026 Annual UHNW Institute Symposium Jim will once again help design and participate in the annual Symposium held by The UHNW Institute, showcasing the Institute's latest thinking and tools for the family office industry and families.