We are thrilled to share that Jim Grubman, Board of Directors Member and Chair of the Content and Curriculum Committee at The UHNW Institute, Owner of Family Wealth Consulting and co-author of Wealth 3.0, was awarded the Lifetime Achievement Award at the 2024 Family Wealth Report Awards. Jim’s outstanding career in the wealth management industry is exemplified by the recognition of this esteemed award, underscoring his exceptional contributions. We feel privileged to have him as part of our leadership team and deeply appreciate his guidance and wealth of expertise. Congratulations, Jim, on this well-deserved recognition!

Learn more about Jim here.