Knowing What Your Family’s Stuck With
The Latest Legal Documents Typically Rule. When it comes to the planning that families work on to transition their assets from…
Blog · Page 8
Articles by Steve Legler on family business, family governance, succession, family wealth and the relationships that hold it all together.
Episode 335: Steve Legler on 100 1-minute conversations
May 21 2025 Episode Description. Steve Legler joins me for a return visit. Steve was an early guest, in Episode 32 back on August…
On Matching Families with Advisors and Teams
So Many Matches to Try to Get Right. When families are trying to get their continuity planning right, there’s never a single…
On Peer Groups and Feelings of Infidelity
Sharing and Learning from Each Other. Working with enterprising families is naturally quite challenging and not for everyone. It…
You Want a MEDAL for That?
Well, Hard Work Can Justify It! A few weeks ago in The Elusive Perfect Cookie-Cutter Solution, I lamented the fact that the work…
On Role Clarity for Family Enterprises and Advisors
Minimizing the Stepping on Each Others’ Toes When dealing with family members who work together, certain subjects come up all the…
Giving Your All to the Family Enterprise
How Much Does Everyone Need to Give? Working with enterprising families brings with it a wide variety of challenges, as I and…
The Elusive Perfect Cookie-Cutter Solution
This Is Not Science, Rocket or Otherwise. Serving enterprising families is fascinating work for a number of reasons. There’s…
Wants Versus Needs in the Family System
Both Are Important, But Distinctions Are Key. When I share ideas here around the challenges families face when transitioning…
The Toughest Challenge – Keeping the Family Together
A Fresh Inspiration Triggers Others from the Past. Since I discovered this field of supporting families in their generational…
Three Circles or a Three-Ring Circus?
There Are So Many Ways to Look at It. There aren’t many bigger fans of the Three Circle Model than me. I first wrote about it…
The Benefits of Having a Trusty Confidant
There’s Value in Just Feeling Heard. Working with family members who have complex relationships with each other is nothing new to…
My Favourite Oxymoron: “Adult Children”
Are They Adults, Or Are They Children? This week we’re venturing into an area I really enjoy discussing with folks who live…
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