Collaboration with The UHNW Institute

A Non-Profit Think Tank, Learning Exchange, and Member Organization for Ultra-High-Net-Worth Families, Family Offices, and Their Advisors

Jim is a Director Emeritus of The UHNW Institute (www.uhnwinstitute.org), a leading organization in the family office industry.  The Institute is focused on providing high-quality, objective, unbiased information to ultra-high-net-worth families, family offices, and educational programs in the wealth management industry. During his multi-year tenure helping the Institute start up and mature, he helped spearhead the development of multiple groundbreaking new models, frameworks, and resources:

• The Ten Domains of Family Wealth,™ which describes the full range of needs of an UHNW family.
• The Institute’s online Resource Library for members, a curated compilation of over 700 top-quality readings, videos, podcasts, and web resources exclusively about UHNW/family office topics.
• The Wealthesaurus™, the first and only web-based glossary of terms in UHNW wealth advisory services.
• The AIM Framework™, a model that explains the three main phases of wealth advisory work in any domain, providing a way for families to keep track of the advisory projects they are involved with.