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Shift your Family Business | Family Business and Legacy Adviser
  • WORK WITH ME
    • ABOUT
    • TYPICAL CLIENT EXAMPLES
    • WORK WITH ME
      • Professional Advisors to Families – Collaboration and Training
      • Wealthy Families and Family Offices
      • Families in Business – Facilitation and Coaching
  • WHO I WORK WITH
    • SIBLINGS IN FAMILY BUSINESS
    • FAMILY CLIENTS
    • YOUNGER FAMILY MEMBERS
    • NON-FAMILY EMPLOYEE
    • PARENT
  • BOOKS & EBOOKS
    • BOOKS
      • SHIFT YOUR FAMILY BUSINESS BOOK
      • INTERDEPENDENT WEALTH
    • EBOOKS
      • FAMILY HARMONY EBOOK
      • FAMILY ALIGNMENT EBOOK
  • BLOG
  • RESOURCES
    • FAMILY BUSINESS ADVICE
    • FAMILY CONTINUITY BLUEPRINT
    • COLLABORATION EVENTS
    • NEWSLETTER
    • PODCASTS
      • Podcasts with Steve Legler as a Guest
      • Podcasts Hosted by Steve
  • VIDEOS
    • FAMILY LEGACY VIDEOS
      • What is your “True Family Legacy”?
      • Family Inheritance
      • Purposeful Planning
      • Legacy Needs Harmony
      • Management vs. Governance
      • 5 Ways the Rising Generation Can Prepare
      • 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
      • Family Business Asking For Help
      • How Much is Too Much?
      • 5 Things that can derail a family business
      • Leader Vs. Boss
  • CONTACT
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Recent Posts

  • When Sudden Health Issues Threaten Transitions
  • A Family Marathon Without a Map
  • Embracing Polarities to Harmonize Opposites in Enterprising Families
  • New Views on Muddling Through
  • The Family Conversations You Know You Need to Have
  • On Trees, Forests, Blogs, and Families
  • Holding the Courageous, Compassionate Space for a Family
  • From Within Outward: Embracing Advisors and Peer Insights for Family Enterprise Growth
  • How to Ensure a Happy Inheritance
  • Accounting for Chronic Illness in the Succession Planning Process
  • Refilling My Pitcher, Again, at RendezVous ‘24
  • On Family Decisions on Family Inclusion
  • One Generational Transition at a Time, Please
  • Too Good NOT to Share
  • Crossing All of the T’s in Family Philanthropy
  • Nuances Between Working For and Working With

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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