Family Consulting
Jim works with families of wealth and family enterprises on the complexities that normally accompany significant financial success. He helps initiate or facilitate family meetings that improve communication, manage transitions, work out conflicts, and foster successful involvement of the next generation. He also collaborates with the family’s advisors about the governance, financial, medical, or legal issues impacting the family.
Training and Education
Jim has been a pioneer in training, educating, and consulting to financial and legal advisors since the dot-com era of the late 1990s. He currently provides a range of training formats. At the individual level, he is actively mentoring selected colleagues seeking to grow their skills with families or advisors. At the organizational level, he provides curriculum design related to the breadth and depth of client relationship skills needed by UHNW advisors. He also provides case consultation to advisors and family offices that help build competencies within the organization.
Thought Leadership within the Wealth Industry
Jim is very active in writing, speaking, presenting, and advocating for families of wealth and family enterprises around the globe. In his work within the UHNW Institute, he is helping build leading-edge concepts, events, and resources to enhance the skills of the top professionals 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.