Family Office Committee (12/19/24)

Topic: The Ecosystem that is Family Office Services: Why, Where, and How to Fit In for Success

Speaker: Jim Grubman, Ph.D., Family Wealth Consulting

Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry.  He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations. Dr. Grubman is a leader in The UHNW Institute, an industry think tank, and holds Fellow status in the Family Firm Institute and the Purposeful Planning Institute. His practice, Family Wealth Consulting, is based in Boston, Massachusetts, USA.

Description: Doing legal work at the family office level requires expertise, complexity, and an understanding of the entire ecosystem of advisors, not just attorneys. It also will increasingly require skills many firms have been slow to develop at lower levels of wealth: collaboration, humility, systems thinking, and risk management within a team environment. This interactive webinar will outline ways to understand the unique world of family office services and what firms need to do to fit in for success.

(IL MCLE credit for live webcast only. No MCLE credit for on demand webcast.)

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

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System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.