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Shift your Family Business | Family Business and Legacy Adviser
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        • Evolution of Family Governance
      • FAMILY HARMONY VIDEOS
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        • Embracing Conflict in Family Business
        • Choosing Sides in a Family Business
      • FAMILY BUSINESS VIDEOS
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        • How Much is Too Much?
        • 5 Things that can derail a family business
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Podcast Guest

Transition of Wealth

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March 14, 2022/by Steve Legler
https://stevelegler.com/wp-content/uploads/2022/03/steve-podcastasd-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2022-03-14 18:39:432022-05-30 13:48:40Transition of 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
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
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
podcast feature, Podcast Guest

Unleashing the Next Generation ~ Steve Legler

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April 12, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/04/steve-podcast.jpg 894 1500 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-04-12 14:55:562022-04-11 12:40:53Unleashing the Next Generation ~ Steve Legler
podcast feature, Podcast Guest

Managing the Family Wealth and Keeping the Family Together with Steve Legler

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February 9, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/02/steve-podcast15-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-02-09 16:46:592022-04-04 12:03:37Managing the Family Wealth and Keeping the Family Together with Steve Legler
podcast feature, Podcast Guest

Podcast: Steve Legler on Transitioning your Legacy on to Future Generations

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February 3, 2021/by Steve Legler
https://stevelegler.com/wp-content/uploads/2021/02/steve-podcast4582-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2021-02-03 20:06:302022-03-28 13:19:17Podcast: Steve Legler on Transitioning your Legacy on to Future Generations
podcast feature, Podcast Guest

Episode 7 – What Did Steve Do When His Father Sold the Business? with Steve Legler

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December 16, 2020/by Steve Legler
https://stevelegler.com/wp-content/uploads/2020/12/5464-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2020-12-16 19:39:272022-03-21 12:13:12Episode 7 – What Did Steve Do When His Father Sold the Business? with Steve Legler
podcast feature, Podcast Guest

Exploring Great Expectations in Family Enterprises with Steve Legler

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October 5, 2020/by Steve Legler
https://stevelegler.com/wp-content/uploads/2020/10/steve-podcast54sad-scaled.jpg 1525 2560 Steve Legler https://stevelegler.com/wp-content/uploads/2023/11/steve_legler_new_logo-1.webp Steve Legler2020-10-05 19:58:552022-03-14 16:52:32Exploring Great Expectations in Family Enterprises with Steve Legler
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Recent Posts

  • 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
  • Enough – Assez – Basta – Genug
  • Making It Safe to Share Your Feelings with Family
  • On Accepting Acceptance and Self-Awareness
  • Knowing What Your Family’s Stuck With
  • Episode 335: Steve Legler on 100 1-minute conversations
  • On Matching Families with Advisors and Teams
  • On Peer Groups and Feelings of Infidelity
  • You Want a MEDAL for That?
  • On Role Clarity for Family Enterprises and Advisors
  • Giving Your All to the Family Enterprise
  • The Elusive Perfect Cookie-Cutter Solution

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?

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