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John Molson School of Business

Cultivating Your Family Legacy

5in5 with James Grubman and Dennis T. Jaffe
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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.

Key topics

  • Achieving Success in Multigenerational Family Enterprises
  • Improving family communication: skills for one-on-one and group conversations
  • Reinforcing family governance and leadership
  • Tapping into cross-cultural influences
  • Increasing self-awareness – leadership enhancers and derailers, knowing your conflict style
  • Preparing next-generation members: competencies for leadership succession
  • Keeping philanthropy energized across generations
  • Working on your legacy action planning


Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 30 years. His work with clients at many levels of affluence - from the “millionaire next door” to The Forbes 400 - has earned him a reputation as a valued family advisor. Jim often is consulted in situa...
Dr. Pascale Michaud is a senior advisor and partner at Cambridge Advisors to Family Enterprise, a specialized, international advisory firm serving family-controlled companies and families with wealth. She is a fellow at Cambridge Institute for Family Enterprise, a leading education and research i...
Rilla's Approach Rilla is well prepared to guide you on your personal journey because she has navigated many life transitions herself, guided by her own internal compass rather than external pressures. Times of transition, be they personal or professional, are rich with potential power. By shin...
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 sel...

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