Concordia University


Education, preparation and communication between stakeholders are essential elements when it comes to achieving long-term prosperity.

This program provides family members, beneficiaries and trustees with the fundamental skills necessary for overseeing the successful preservation, management, growth and transition of family wealth.


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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