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.
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...
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...