Jim helped lead two packed sessions on practical applications of Wealth 3.0 with Dennis Jaffe and Kristin Keffeler for PPI's community of family wealth advisors.

Jim Grubman and Kristin Keffeler led an interactive 90 minute webinar on the tenets of Wealth 3.0 for the 21/64 advisor collective.

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.