Cultivating Your Family Legacy


In collaboration with the John Molson Executive Centre at Concordia University, we bring you the Cultivating Your Family Legacy Program.

When it comes to legacy planning, communication between stakeholders is essential.

In this seminar, you’ll be exposed to leading-edge research on wealth and legacy, and have the opportunity to build and practice communication skills for conversations with your family about these topics.

You’ll also benefit from one-on-one coaching to integrate your learnings, get feedback and progress in cultivating your family’s legacy and creating your own Legacy Action Plan.


Dr. James Grubman

Dr. James Grubman

James Grubman, PhD, TEP, of FamilyWealth Consulting is an internationally-recognized consultant, speaker and educator in the multidisciplinary field of family wealth psychology. He works with affluent families and their advisors to understand the many ways that wealth and life can be integrated successfully. He’s the Author of Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author of Cross Cultures: How Global Families Negotiate Change Across Generations (with Dennis Jaffe).

Dr. Pascale Michaud

Dr. Pascale Michaud

Dr. Pascale Michaud is an advisor to family enterprises throughout the world on strategies and governance models for their successful continuity. She advises multigenerational family enterprises on issues of corporate growth, business strategy and governance, innovation management, digital preparedness, leadership transitions, next generation development, family governance, and family and corporate philanthropy.



Cost: $8,840 CAD (+ taxes)
 *Customized Coaching Package Option: $20,040 CAD (+ taxes)
       3-day seminar plus 20-hour customized coaching

*15% discount for families registering 3 or more members at the same time.
 *10% discount for Alumni.
 *Offers may not be combined.