STEP webinar and article on the Ten Domains of Family Wealth

Webinar – February 4 – 8, 2021

In collaboration with Cindy Radu of Calgary AB and the STEP Business Families Special Interest Group, Jim explained the groundbreaking new model created by the UHNW Institute think tank.  In an article in the international STEP Journal and a well-attended webinar on February 4, Jim and Cindy discussed the origins of the Ten Domains of Family Wealth, how the model captures the full range of needs of UHNW families, and how advisory firms will increasingly need to respond to families’ greater awareness of service delivery issues.  Feedback on the webinar was excellent.