Morningstar Magazine Interview: “Money Talks” Jim Grubman was interviewed for Morningstar Magazine in an in-depth discussion ranging from behavioral finance to the importance of financial literacy education for children. Click on the Money Talks pdf to...
Community Foundation for Brevard – May 19, 2021 Jim presented a special virtual event for the nonprofit Community Foundation for Brevard County in Florida’s Space Coast. He discussed the growing attention to the strengths and opportunities of families with...
Altair Advisers – April 21-22, 2021 In this two-day webinar, Jim will help present information and guide discussion with Anna Nichols of Altair Advisers about steps families can take to ensure continuity in their estate plans and other transitions.
In this ten-minute interview with colleague Ruth Steverlynck, FEA, at the 2017 Family Enterprise XChange Symposium, Jim Grubman gives his perspective on key factors for advisors who are working with family enterprises and families of 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...