Concordia University


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.


James Grubman

Academic Director

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).


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