Family business and legacy adviser

Blog · Page 62

Articles by Steve Legler on family business, family governance, succession, family wealth and the relationships that hold it all together.

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Lost in the Woods, without a Guide

In a strange set of coincidences, this turned out to be “University Week” for me. I am writing this in Lewisburg Pennsylvania…

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Those Who CAN, Teach

In a strange set of coincidences, this turned out to be “University Week” for me. I am writing this in Lewisburg Pennsylvania…

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The Defensive CFA ®?

Over the past few weeks, I have continued to read, to look around, to think, to search, to find people to emulate, to connect, to…

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Nothing Succeeds Like Succession

Succession is a huge subject in the realm of family business. It is literally a subject about which complete books have been…

Parents

Three Peas in a Pod?

In a blog post a couple of months back I mentioned that LinkedIn was becoming a really good resource for me. It continues to be a…

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Blame it on Cinderella

This week I attended the CFA Institute’s Wealth Management conference in Boston. It’s an annual event that will be in L.A. next…

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Transparently Trustworthy Transitions

Once again I begin with a mouthful of a headline. Three big words, and loaded words at that. Let’s look at each one individually…

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Not Like the Others

If you feel much more comfortable in situations where you are part of the majority, you are like most people. That’s a…

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