Shift Your Family Business | Family Business Adviser & Expert

Shift Your Family Business

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

Meet Steve Legler

Newly Released

Amazon Best Seller

In 2014, as SHIFT your Family Business came out, Steve began hearing about Bowen Family System’s Theory, and that it could be useful when working with business families and families of wealth. Curious, he searched for THE book to explain how and why this was true.

Unable to find that book, he embarked instead on learning first hand, through Bowen Systems training programs. Five years later, he has written the book he sought in vain. His goal is to help enterprising family leaders and their successors develop a shared vision to sustain their wealth and legacy beyond the next generation.

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Families, Family Advice, Family Business, Family Business Advisor

Where to Begin with Family Transition Work

There Are Lots of Ways to Get Started Over the years since I had my calling to do this work with families, I’ve sought out and even created peer groups where colleagues come together to discuss particular cases they’re involved with professionally. The…

Families, Family Advice, Family Business, Family Business Advisor, Family Business Consutlant, Hosted

The Family Office Navigator

Families, Family Advice, Family Business, Family Business Advisor

Avoiding a Total Eclipse of the Family

Many Families Include Someone Who Blocks the View This week happens to involve a confluence of events that are pretty rare, and we’re going to see how I can turn this all into something useful and entertaining. As I write this, I’m on…

Families, Family Advice, Family Business, Family Business Advisor

A Different Look at Process Versus Content

A Look Behind the Scenes The work I do with enterprising families who are transitioning their wealth to the next generation revolves almost exclusively on guiding the process that they’re following. Such families also need to work with…

Families, Family Advice, Family Business, Family Business Advisor, Family Business Consutlant

Family Conflict Isn’t Always Negative

Irrational Fear Gets in the Way of Progress More often than not, families try to avoid conflict at all cost. For reasons that most of us can easily relate to, it makes sense to try to keep the peace with our relatives. Unfortunately, especially…

Families, Family Advice, Family Business, Family Business Advisor, Family Business Consutlant

Learning to Loosen Your Grip on Things

Letting Go Suddenly Can Be Difficult As I was preparing for an upcoming meeting with a couple who have long been leading their family business, I imagined what subjects might arise during our time together. At the very top of my list, based…

Families, Family Advice, Family Business, Family Business Advisor

Seeking Resources to Get Back On Kilter

Does My Title Leave You Disgruntled? This week we’re looking at an important subject that relates to how we go about looking for and evaluating potential resources to work with. OK, it’s actually all about people, and how we get to know…

Families, Family Advice, Family Business, Family Business Advisor

Bringing the Weather (and a Deck of Cards)

What Can a Leader Bring to a Meeting? This week we’re going to be looking at meetings involving members of the same family, and the importance of leadership in the room. This blog idea has its genesis in an online training session I was…

Family Advice, Family Business, Family Business Advisor

An Abnormal Amount of Normalizing

So Many Families Think They’re Alone Recently I realized that there’s something I do a lot of, which is telling families (and individual family members) that what they’re experiencing is not unique to them. The best word to describe…

Families, Family Advice, Family Business, Family Business Advisor

Using the “Meeting # 0” Concept with Families

Co-Creating How You Will Be Together Last week in Setting Expectations for Regular Meetings with Family, we ended up running out of racetrack just as I was getting to a key idea I wanted to share. So because I enjoy having complete editorial…

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

Video of the month.

Wealth Transfer Vs Wealth Transition