Resources
Get the latest ideas and thinking on transitioning a family business to the next generation.
2024 Insights
10/01/2024 – SYFB Insights – January 2024
10/02/2024 – SYFB Insights – Feb 2024
10/03/2024 – SYFB Insights – March 2024
10/04/2024 – SYFB Insights – April 2024
10/05/2024 – SYFB Insights – May 2024
10/06/2024 – SYFB Insights – June 2024
10/07/2024 – SYFB Insights – July 2024
10/08/2024 – SYFB Insights – August 2024
10/09/2024 – SYFB Insights – September 2024
10/10/2024 – SYFB Insights – October 2024
10/11/2024 – SYFB Insights – November 2024
2023 Insights
10/12/2023 – SYFB Insights – December 2023
10/11/2023 – SYFB Insights – November 2023
10/10/2023 – SYFB Insights – October 2023
10/09/2023 – SYFB Insights – September 2023
10/08/2023 – SYFB Insights – August 2023
10/07/2023 – SYFB Insights – July 2023
10/06/2023 – SYFB Insights – June 2023
10/05/2023 – SYFB Insights – May 2023
10/04/2023 – SYFB Insights – April 2023
10/03/2023 – SYFB Insights – March 2023
10/02/2023 – SYFB Insights – February 2023
10/01/2023 – SYFB Insights – January 2023
2022 Insights
10/12/2022 – SYFB Insights – December 2022
10/11/2022 – SYFB Insights – November 2022
10/10/2022 – SYFB Insights – October 2022
10/9/2022 – SYFB Insights – September 2022
10/8/2022 – SYFB Insights – August 2022
10/7/2022 – SYFB Insights – July 2022
10/6/2022 – SYFB Insights – June 2022
10/5/2022 – SYFB Insights – May 2022
10/4/2022 – SYFB Insights – April 2022
10/3/2022 – SYFB Insights – March 2022
10/2/2022 – SYFB Insights – February 2022
10/1/2022 – SYFB Insights – January 2022
2021 Insights
10/12/2021 – SYFB Insights – December 2021
10/11/2021 – SYFB Insights – November 2021
10/10/2021 – SYFB Insights – October 2021
10/9/2021 – SYFB Insights – September 2021
10/8/2021 – SYFB Insights – August 2021
10/7/2021 – SYFB Insights – July 2021
10/6/2021 – SYFB Insights – June 2021
10/5/2021 – SYFB Insights – May 2021
10/4/2021 – SYFB Insights – April 2021
10/3/2021 – SYFB Insights – March 2021
10/2/2021 – SYFB Insights – Feb 2021
10/1/2021 – SYFB Insights – January 2021
2020 Insights
10/12/2020 – SYFB Insights – December 2020
10/11/2020 – SYFB Insights – November 2020
10/10/2020 – SYFB Insights – October 2020
10/09/2020 – SYFB Insights – September 2020
10/08/2020 – SYFB Insights – August 2020
10/7/2020 – SYFB Insights – July 2020
10/6/2020 – SYFB Insights – June 2020
10/5/2020 – SYFB Insights – May 2020
10/4/2020 – SYFB Insights – April 2020
10/3/2020 – SYFB Insights – March 2020
10/2/2020 – SYFB Insights – February 2020
10/1/2020 – SYFB Insights – January 2020
2017 Insights
10/12/2017 – SYFB Insights – December 2017
10/11/2017 – SYFB Insights – November 2017
10/10/2017 – SYFB Insights – October 2017
10/09/2017 – SYFB Insights – September 2017
10/08/2017 – SYFB Insights – August 2017
10/07/2017 – SYFB Insights – July 2017
10/06/2017 – SYFB Insights – June 2017
10/05/2017 – SYFB Insights – May 2017
10/04/2017 – SYFB Insights – April 2017
10/03/2017 – SYFB Insights – March 2017
10/02/2017 – SYFB Insights – February 2017
11/01/2017 – SYFB Insights – January 2017
2019 Insights
10/12/2019 – SYFB Insights – December 2019
10/11/2019 – SYFB Insights – November 2019
10/10/2019 – SYFB Insights – October 2019
10/09/2019 – SYFB Insights – September 2019
10/08/2019 – SYFB Insights – August 2019
10/07/2019 – SYFB Insights – July 2019
10/06/2019 – SYFB Insights – June 2019
10/05/2019 – SYFB Insights – May 2019
10/04/2019 – SYFB Insights – April 2019
10/03/2019 – SYFB Insights – March 2019
10/02/2019 – SYFB Insights – February 2019
10/01/2019 – SYFB Insights – January 2019
2018 Insights
10/12/2018 – SYFB Insights – December 2018
10/11/2018 – SYFB Insights – November 2018
10/10/2018 – SYFB Insights – October 2018
10/09/2018 – SYFB Insights – September 2018
10/08/2018 – SYFB Insights – August 2018
10/07/2018 – SYFB Insights – July 2018
10/06/2018 – SYFB Insights – June 2018
10/05/2018 – SYFB Insights – May 2018
10/04/2018 – SYFB Insights – April 2018
10/03/2018 – SYFB Insights – March 2018
10/02/2018 – SYFB Insights – February 2018
10/01/2018 – SYFB Insights – January 2018
2016 Insights
16/12/2016 – SYFB Insights – December 2016
16/11/2016 – SyFB Insights – November 2016
12/10/2016 – SYFB Insights – October 2016
14/09/2016 – SYFB Insights – September 2016
10/08/2016 – SYFB Insights – August 2016
13/07/2016 – SYFB Insights – July 2016
16/06/2016 – SYFB Insights – June 2016
12/05/2016 – SYFB Insights – May 2016
13/04/2016 – SYFB Insights – April 2016
16/03/2016 – SYFB Insights – March 2016
10/02/2016 – SYFB Insights – February 2016
13/01/2016 – SYFB Insights – January 2016
2015 Insights
14/12/2015 – SYFB Insights – December 2015
13/11/2015 – SYFB Insights – November 2015
19/10/2015 – SYFB Insights- October 2015
15/09/2015 – SYFB Insights – September 2015
19/08/2015 – SYFB Insights – August 2015
15/07/2015 – SYFB Insights – July 2015
19/06/2015 – SYFB Insights – June 2015
Other Videos
Family Legacy Videos
The True Wealth Project
Episode 4: How to eat an elephant aka: Family Governance – Ugh!
Released August 2019
Listen to my conversation with Steve Legler to find out why you should involve the entire family in preparing your wealth transition to the next generation, why it is easier than you think to get started and why people are more important to your legacy than assets.
Podcast’s on Family Business by Steve Legler
Podcast | Certainty Amongst Uncertainty
Ep. 10: Certainty Amongst Uncertainty
Released Apr 13, 2020
At a time where uncertainty reigns for most of our clients, and ourselves, some things are certain. Discussing how COVID-19 difficulties provide a significant opportunity for personal and professional development, Steve Legler, FEA, (shiftyourfamilybusiness.com) sits down with family therapist, Peter Vaughan, FEA, for some guidance with our own family circumstance, for our work as advisors and for the family enterprise clients we seek to help.
Podcast | Bowen Family Systems Theory
Ep. 13 – What is the Bowen Family Systems Theory?
Released 30 September 2017
Listen to Steve speak with Russell Haworth, host of The Family Business Podcast.
Steve and Russ discuss Bowen Family Systems Theory and how it applies to family business.
If you’ve ever been curious about Bowen Theory, this is a great place to start.
Podcast | Interdependent Wealth
Ep. 59 – Interdependent Wealth
Steve’s previous episode remains the most popular episode to date and so there is huge pressure on him delivering again in this show! Luckily he doesn’t disappoint! In this interview I chat to Steve about the book he mentioned he was writing during our previous interview. The book is called Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions.
Podcast | Family Governance
Why you should involve the entire family in preparing your wealth transition to the next generation, why it is easier than you think to get started and why people are more important to your legacy than assets.
Podcast | Family Business
Families, Business and Family Businesses with Steve Legler.
THE RICHARD DRI PODCAST
About Steve Legler
Some people work their butt off for their whole life trying to build a business for their family. They often dream about how great it will be for the family to work together with a common purpose. But the dream doesn’t always work out the way they imagined, because it is a LOT more complex than they ever imagined.
It isn’t usually the business part that trips them up, more often it is the family part. The roadblocks usually show up when it comes time to truly transition the business to the next generation, and this is where Steve comes in. He specializes in helping families turn their dream into a workable plan, using a step-by-step method to get everyone on the same page.
Once the family has completed his Business Family Continuity BluePrint, all family members will see the family’s goals, and they will understand their roles. Steve then helps them all figure out how they can move forward, working together.
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)
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