In this episode of Money Tales, our guest is Steve Legler. From birth, Steve was the anointed successor to the family business his father created. It wasn’t his dream to take over the business, but Steve knew it was his duty to take on these responsibilities. After getting his MBA, he was told the business was to be sold and there was not going to be anything for him to run. Steve was relieved!
Steve is a Family Legacy Advisor based in Montreal, Canada. After the unexpected sale of the family business in his 20’s, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues.
In 2013, Steve stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned into a career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.