Jim was the featured presenter at two client events about core issues in family dynamics, sponsored by the wealth advisory team at National Bank Financial (Financiere Banque Nationale).

Jim presented the new strengths-based approach to family wealth and legacy at two Sendero Wealth Management client events, spanning HNW and UHNW clients, prospects, and advisors.

Jim provided the opening keynote at the Family Office Summit on the concepts and opportunities of a positive, strengths-based approach to family wealth across generations.  He also led a successful workshop on understanding basic governance strategies that support excellent decision-making in wealthy families over time.