Jim helped host a major two-day virtual conference co-sponsored by The UHNW Institute and the Family Wealth Report. The conference covered the first year of the new Ten Domains of Family Wealth model, the implications for family offices and integrated wealth management, and a look ahead to the future based on emerging trends and best practices.

Jim presented a special virtual event for the nonprofit Community Foundation for Brevard County in Florida's Space Coast. He discussed the growing attention to the strengths and opportunities of families with wealth, leaving behind the typical emphasis on the assumed difficulties and failures that families fear are inevitable.

In this two-day webinar, Jim collaborated extensively with Anna Nichols of Altair Advisers about steps families can take to ensure continuity in their estate plans and other transitions.