AN ULTRA-HIGH-NET-WORTH & FAMILY OFFICE EDUCATION INITIATIVE
Jim is Chair of the Content and Curriculum Committee of the UHNW Institute (www.uhnwinstitute.org), a nonprofit think tank focused on providing high-quality, objective, unbiased information to ultra-high-net-worth families, family offices, and educational programs in the wealth management industry. He helped spearhead the development of the groundbreaking new model, The Ten Domains of Family Wealth, which describes the full range of needs an UHNW family has. He helps oversee the Institute’s online Resource Library as well as events and roundtables hosted by the Institute.
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