In this episode, Feisal and Steve discuss the transition of wealth using an “all and nothing” approach, and what are some things that all parents strive for as they imagine the inheritance they will leave for their children.
About Steve Legler:
Steve Legler is a family legacy guide and advisor who helps families turn their dreams into a workable plan, using a step-by-step method to get everyone on the same page and ensure that the wealth transition goes smoothly and the legacy continues.
Steve is a proud FEA Designate (IFEA) and holds ACBFA and ACFWA certifications (FFI), in addition to having an MBA (UWO-Ivey) He is also a CFA charterholder (CFA Institute), and the author of Shift your Family Business (Friesen Press, 2014)
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