Latest Past Events

Authors @ Drucker – Webinar

Virtual Event

David Specht of the Claremont Graduate University Drucker School of Management will host Jim online for a discussion of the concepts and advisor tips from Jim's classic book, Strangers in Paradise.

UHNW Institute Symposium

New York NY New York

Jim participated in several very successful panels and breakout sessions discussing the increasing complex client families of today and tomorrow, with the impact on UHNW firms, advisors, and family offices.

Workshop at FOX Fall Forum

Atlanta GA

Jim was interviewed in a plenary session about Wealth 3.0 and then led an extensive afternoon workshop for families and advisors of the Family Office Exchange (FOX).