Emeritus Recognition at The UHNW Institute

Jim’s longstanding contributions to the prominent nonprofit think tank, The UHNW Institute, were recognized by the Institute’s Board of Directors in his appointment to emeritus status as of January, 2026.  Active in the startup and development of the Institute since early 2019, Jim helped spearhead many groundbreaking models and initiatives that support integrated family wealth management.  Jim also helped establish and oversee the Institute’s extensive Resource Library as well as multiple events, webinars, trainings, and activities. He will continue to be active in The UHNW Institute as a strategic advisor and contributor on special projects.