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Family Legacy and Wealth Programs

You’ve worked tremendously hard to achieve your success. You’ve made your mark, but what kind of legacy will you leave behind?

At JMEC, we know it’s never too early or late to begin planning and preparing for your legacy. This is why we offer programs that focus on long-term generational prosperity and legacy planning.

You and your family members will secure the education, tools and confidence required to craft your own legacy that will provide security for future generations.

Cultivating Your Family Legacy

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

Family Wealth Program

Long-term prosperity, education, preparation and communication between stakeholders ensures the sustainability of your assets, protecting your family.


 James Grubman

Rob Nason
Assistant Professor, Management

Robert S. Nason is an Assistant Professor of Management in the John Molson School of Business at Concordia University. Robert’s research interests lie at the intersection of strategy and entrepreneurship. He focuses on non-traditional performance contexts such as business families, new venture growth, and the informal economy. His current research projects examine the economic strategies of the 1% wealthiest business families, the decoupling of growth dimensions (e.g. sales vs.assets),the influence of family household health on necessity entrepreneurship, and the role of temporal orientation in informal entrepreneurship in South African townships. 

Robert's research has been funded by the Social Sciences and Humanities Research Council of Canada (SSHRC)and the Fonds Québécois de la Recherche sur la Société et la Culture (FRQ-SC).His research has been published in leading academic outlets such as Journal of Management, Journal of Business Venturing, Strategic Entrepreneurship Journal, Family Business Review, Entrepreneurship Theory and Practice, and Small Business Economics

Robert serves on the Editorial Board of Entrepreneurship Theory and Practice and is the 2016 recipient of Petro-Canada Young Innovator Award in the Strategic Research Cluster “The Person and Society.” In his commitment to research with practical relevance, Robert has served in leadership roles at the Family Firm Institute and the STEP Project for Family Enterprising at Babson College.

Areas of expertise

Entrepreneurship, family business, firm growth, slack resources



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 James Grubman

Jim Grubman, PhD, TEP

Dr. Jim Grubman is a Senior Advisor and a consultant to multigenerational families and their advisors about the issues that arise around wealth in families. Dr. Grubman is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author with Dennis T. Jaffe, PhD of Cross Cultures: How Global Families Navigate Change Across Generations.  He has been published widely and quoted extensively by The Wall Street Journal, The New York Times, CNBC, and many other publications, including Malcolm Gladwell’s book, David and Goliath.  Dr. Grubman holds Fellow status in the Family Firm Institute and the Purposeful Planning Institute and is a member of several US and international estate planning organizations.

Rilla Clark

Rilla Clark, BA, BEd, MSc

Expertise: Leadership development. She is an executive coach, facilitator and speaker. She coaches senior executives in developing effective change leadership strategies and building integrated plans to engage and develop others in the vision. She accelerates transition for senior managers and executives as they step into roles with expanded scope and accountabilities as well as designs, facilitates and coaches custom client programs.


Patricia Saputo

Patricia Saputo, CPA, CA, DTax, FPl, TEP, ICD.D, Chief Financial Officer of Placements Italcan Inc.

Expertise: Managing a family office in the areas of accounting, estate tax planning, life insurance, investment management, governance and the soft issues of transferring wealth to the next generation.

Kostas Andrikopoulos

Kostas Andrikopoulos, CPA, CA, TEP, BA, Past President and CEO of one of Canada’s 20 top wealth management firms (Benefits Canada Magazine), managing director of a wealth management firm, sessional lecturer at McGill University and Concordia University

Expertise: Strategic planning, general management, marketing and product (service) development.


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