Concordia University

https://www.concordia.ca/content/concordia/en/jmsb/executive-education/programs/open/family/legacy.html

Cultivating Your Family Legacy

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Overview

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

In this workshop, you’ll learn about  leading-edge legacy research and have the opportunity to build and practice communication skills for conversations with your family to help in creating your Legacy Action Plan.

With the Customized Coaching Package Option, you’ll also benefit from one-on-one coaching to integrate your learnings, get feedback and make progress in cultivating your family’s legacy.

This workshop is delivered in collaboration with the Cambridge Institute for Family Enterprise.

Cambridge Institute for Family Enterprise


Faculty

James Grubman

Academic Director

Jim Grubman, PhD, TEP

Dr. Jim Grubman is a Senior Advisor and Partner in the Cambridge Family Enterprise Group, a leading global family enterprise consulting firm based in Massachusetts, USA. He is 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.


James Grubman

Pascale Michaud, PhD

Dr. Pascale Michaud is a Senior Advisor and Partner in the Cambridge Family Enterprise Group, a leading global family enterprise consulting firm based in Massachusetts, USA. She 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.

 


James Grubman

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.

 


Coaches

James Grubman

Helen Antoniou, Juris Doctor (J.D.), BCL  LLB, Certified Executive, Leadership and Team Coach, ACC

As an executive coach, Helen Antoniou partners with business leaders and their teams
to help them realize a better version of themselves. The core purpose of her coaching
process is to increase self-awareness so that her clients can become more intentional in the choices they make and close the gap between current and aspired future states.
Amongst others, Helen has a strong interest for matters related to family businesses, be
it in governance, succession planning or legacy building. Her close ties to an enterprise
that has been family-controlled over multiple generations gives her a unique perspective in this regard. 

Expertise: Governance, succession planning, legacy building, emotional intelligence, family business, self-awareness, executive and leadership coaching

 


James Grubman

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.


 


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