Succession Without Governance Equals Chaos
Very Important Words for Families to Understand. This week I’ll cover some ground that will feel quite familiar to regular…
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Articles by Steve Legler on family business, family governance, succession, family wealth and the relationships that hold it all together.
Striving Before Thriving in a Family Enterprise
The Order is So Important. This week we’ll be looking at some ideas that are a bit different from those I’ve been sharing lately…
Why Set Up a Family Office
Plenty of Reasons to Make Such a Move What used to be an obscure corner of the world of wealthy families has begun to go more…
Transition of Wealth
Embracing Change with Feisal Alibhai In this episode, Feisal and Steve discuss the transition of wealth using an "all and…
Serving Exceptional Families – Proceed Slowly
Not Every Family Needs “Full Service”. The past couple of weeks we’ve been looking at “connecting” with members of client…
Harnessing Conflict
Host: Steve Legler Guests: Nicole Garton Steve Legler speaks with Nicole Garton, FEA, about her recent book, Harnessing Conflict…
Matching Solutions to Each Client Family
Plenty of Sophisticated Sellers Out There. The family enterprise world continues to evolve and mature, and it feels like the…
Relationships Support Structure; What Supports Relationships?
You Need to Look Beneath the Surface Much of the work that is done to preserve wealth so that it can be transitioned to…
Advisors can stand apart by helping clients groom the next family leaders
Some families might welcome the resources needed to undertake the next generational transition Those who work with enterprising…
Striving for the “All AND Nothing” Inheritance
Striving for the “All AND Nothing” Inheritance So Much Better Than “All OR Nothing” I’ve written around 500 blogs over the past…
How to Build a Family Dynasty
. Five Key Considerations. Once a family has accumulated a good deal of financial wealth, at some point, it becomes wise for them…
The Complex Contexts of Family Enterprises
It’s Never Simple and Everyone Has Their Own View. One aspect of working with enterprising families that I truly love is the fact…
Lessons from a Family Facilitation Fail
It’s So Much Easier Working with Other Families. Sometimes in my day-to-day, non-work life, things happen that contain lessons…
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