Jim Grubman, Dennis Jaffe, and Northwood University are pleased to announce the next scheduled training workshop for advisors of ultra-high-net-worth clients, following the success of their pilot program last fall in Dallas TX. This intensive multi-day training offers UHNW advisors the opportunity to develop skills in areas related to family dynamics, governance, intergenerational decision-making, and legacy planning. For further information see For Advisors: Services.

In November, 2011, Jim Grubman and Dennis Jaffe held the first workshop on Working with Family Dynamics: Becoming an Effective Ultra-High-Net-Worth Family Advisor in collaboration with Northwood University, a global business school. Advisors from law, financial planning, accounting and wealth management practiced skills for working effectively with clients' family communication,  next-generation issues, and governance. This very successful pilot program will be repeated in other locations over time. For more information, go to For Advisors: Services.