Family business and legacy adviser

Resources

Books, ebooks, videos, podcasts and tools from Steve Legler for families in business and the advisors who work with them.

Resources

Get the latest ideas and thinking on transitioning a family business to the next generation.

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STOP working in your family BUSINESS,
START working on your business FAMILY

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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)

Work with Steve

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