Virtual Event – December 3, 2020 Jim presented the second of two webinars for First Republic Private Wealth Management in collaboration with Stacy Allred, the new Head of Family Engagement and Governance for the organization. Following his first successful...
Burgundy Asset Management – November 18, 2020 Jim held an engaging webinar with Mat Harrison of Burgundy Asset Management (Toronto, Canada) in a 90 minute virtual event about the specifics of doing family meetings for families of wealth. During the Q&A...
FFI Annual Conference – October 27, 2020 Jim participated in a virtual panel discussion with attorney Patricia Annino, moderated by risk management expert Linda Bourn, on the complex issues impacting family enterprises related to mental incapacity in an...