Thought Leadership within the Wealth Industry
Jim remains active in writing, speaking, presenting, and advocating for families of wealth and family enterprises around the globe. In his work with The UHNW Institute, he has helped build leading-edge concepts, events, and resources to enhance skills in wealth advisory firms and family offices. Jim is highly regarded for his relaxed, engaging presentation style and the visually dynamic graphics he employs in his talks.
Training and Education
Jim has been a pioneer in training, educating, and consulting to financial and legal advisors since the late 1990s at all levels of wealth management. At the individual level, he continues to selectively mentor colleagues seeking to grow their skills with families or advisors. At the organizational level, he continues to advise the UHNW Institute and other organizations on curriculum design related to the breadth and depth of client relationship skills needed by advisors. He still provides occasional case consultation to advisors and family offices that help build competencies within the organization.
Family Consulting
Jim has retired from actively working with families of wealth and family enterprises.