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Shift your Family Business | Family Business and Legacy Adviser
  • WORK WITH ME
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      • Professional Advisors to Families – Collaboration and Training
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      • Families in Business – Facilitation and Coaching
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      • FAMILY LEGACY VIDEOS
        • What is your “True Family Legacy”?
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        • Evolution of Family Governance
      • FAMILY HARMONY VIDEOS
        • Sibling Rivalry Video
        • Planning Family Meetings
        • To Go Far, Go Together
        • Embracing Conflict in Family Business
        • Choosing Sides in a Family Business
      • FAMILY BUSINESS VIDEOS
        • Professionalize Family Business
        • The Exponential Magic
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        • How Much is Too Much?
        • 5 Things that can derail a family business
        • Leader Vs. Boss
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Harnessing Conflict

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March 9, 2022/by Steve Legler
https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp 0 0 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2022-03-09 00:30:302022-07-25 12:01:12Harnessing Conflict
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The Best of 2021 (A Retrospective)

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January 11, 2022/by Steve Legler
https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp 0 0 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2022-01-11 20:31:422022-08-07 21:12:19The Best of 2021 (A Retrospective)
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29: 10 Domains of Family Wealth

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December 14, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/12/steve-podcast10.jpg 894 1500 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-12-14 15:28:562022-08-07 21:12:1929: 10 Domains of Family Wealth
podcast feature, Podcast Guest

Crafting A Role For The Next Generation With Steve Legler

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November 9, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/11/steve-podcast12123-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-11-09 18:36:452022-08-07 21:12:19Crafting A Role For The Next Generation With Steve Legler
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27: What is Purposeful Planning and How Can it Benefit Our Family Clients?

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October 13, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/10/steve-podcast-27-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-10-13 14:59:532022-07-11 12:16:4227: What is Purposeful Planning and How Can it Benefit Our Family Clients?
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26: Advice That Sticks – Let’s Talk Family Enterprise | Podcast

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September 14, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/09/steve-podcast26-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-09-14 18:06:592022-07-11 17:10:1126: Advice That Sticks – Let’s Talk Family Enterprise | Podcast
podcast feature, Podcast Guest

The Generational Impact of Business Family Facilitation with Steve Legler

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August 18, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/08/steve-podcast542-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-08-18 12:22:352022-08-07 21:12:19The Generational Impact of Business Family Facilitation with Steve Legler
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25: Podcast | Dear Younger Me

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August 10, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/08/steve-podcast-25-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-08-10 15:40:262022-08-07 21:12:2025: Podcast | Dear Younger Me
podcast feature, Podcast Guest

Family & Money with Family Legacy Guide Steve Legler

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July 8, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/07/steve-podcast.jpg 894 1500 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-07-08 12:12:292022-04-25 11:58:34Family & Money with Family Legacy Guide Steve Legler
podcast feature, Podcast Guest

Finding Teachable Moments, with Steve Legler

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June 10, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/06/steve-podcastdas4-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-06-10 20:58:342023-07-27 13:25:15Finding Teachable Moments, with Steve Legler
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Recent Posts

  • Challenges Re-Engaging Families for Yet Another Journey
  • Handling the “Family Office Question” from Clients: How Advisors Can Respond with Confidence
  • Family Wealth – a Safety Net for Taking Risk
  • Like-Minded, Self-Selected, and Called to Serve
  • How to NOT Ruin Your Kids With Money
  • On Vulnerability and Self-Righteousness in Families
  • Responding Versus Reacting, Revisited
  • Soaking In the RendezVous Experience, Again
  • The Elusive One-Big-Happy-Family
  • On Experiments in Sensory Deprivation
  • Inheriting Wealth, AND Structures
  • Too Much Vocation, Not Enough Vacation
  • Challenges Transmitting the Value of Industry to the NextGen
  • Stop Frankensteining It
  • The Illusory Time/Money Trade-Off
  • “Circle Gets the Square” – Non-Hollywood Version

Resources

  • Resources
  • Family Business Advice
  • Family Continuity Blueprint
  • Collaboration Events

Ebooks

Family Harmony Ebook
Family Alignment Ebook

Books

Shift Your Family Business Book
Interdependent Wealth

About Steve Legler

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). Read more…

Family Harmony Videos

  • Sibling Rivalry Video
  • Planning Family Meetings
  • To Go Far, Go Together
  • Embracing Conflict in Family Business

Family Legacy Videos

  • What is your “True Family Legacy”?
  • Family Inheritance
  • Purposeful Planning
  • Legacy Needs Harmony

Family Business Videos

  • Professionalize Family Business
  • The Exponential Magic
  • Family Business Asking For Help
  • How Much is Too Much?

Book a Free Introductory Call


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