Family business and legacy adviser

Video

Short videos from Steve Legler on family legacy, family harmony, governance and family business.

Introductory Video to Steve Legler

Family Business Expert

Steve Legler


“If you own a family business and want to read a fun book on how to become a business family you will enjoy this one. It is written from the business owner perspective and is straightforward. I’ve shared my copy with a number of people.”

Michael C Valdez
Tampa, FLA

“SHIFT” is short but should not be read quickly. It’s personal, well structured, easily read, funnels the best of ideas from industry experts and, above all, provides the direction to make change happen. On the downside, the tone is sometimes lofty requiring some highly successful entrepreneurs to check their ego as they move through the book.
I have been the owner of a mid-sized business for the past sixteen years and know a number of other business owners/ families. Given this, I can say with confidence that Steve asks some pointed questions: “Who will run the family business? Who will own it” How will everyone work together”. Not easy questions to answer but “SHIFT” provides outstanding guidance and is well worth the investment in reading time.
Finally, the hardest hitting reason to read “SHIFT” is: “Making good decisions is about taking control while all the options are still available”. Buying “SHIFT” today is a good Start.

R. Chafe
France via Amazon

If you are in a Family Business or you deal with a Family Business, and you are so busy that you cannot see the forest because of the trees, I would highly recommend you take some time and read this book. It reads very quickly and feels as if you are having a conversation with a friend of the family who understands what you are going through because he has gone through it with his own family. Very enlightening, very clear, and actually fun to read!

Tom Chinappi,
Canada via Amazon

I strongly recommend anyone that has a family business to read this book. Steve Legler will open your eyes as to what it takes to run a successful family business all while keeping family harmony. He provides lots of tips and advice in a way that is easy to understand. You can really feel his enthusiasm in the way he writes, and how he is committed to helping business families create the legacy and family spirit they really want.

Melissa Dawn,
Canada via Amazon

Families

State of the Ecosystem from FFI 2026

My View of the Space, Post-Conference Every year since 2014, in late October, I’ve made my pilgrimage to the annual conference of…


Family Alignment

What IT Is, Why You Need It, How To Build It

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

Contact Steve

When you think of alignment, you probably think of your car. When your car’s alignment is off, things get… scary.

The same is true with families. When your business family is out of alignment, things pull in the wrong direction. The steering wheel won’t straighten out. Everyone feels the discomfort and anxiety.

When your business family is aligned, the car sails smoothly along the open road with everyone facing the same direction, enjoying the journey together.

Could your business family use some alignment?

Download my latest quick start guide for the what, why and how of family alignment. Start enjoying the journey!


Family Harmony

What IT Is, Why You Need It, How To Build It

Family Harmony Ebook

Outline

Step 1 • Learn the 3-Circle Model ……………..p3
Step 2 • Start the ConversaDon …………………p4
Step 3 • Get Outside Help …………………………p5
Step 4 • Invest the Time (and effort) …………p6
Step 5 • Stay Flexible ………………………………..p7
Step 6 • Talk (and talk more) …………………….p8
Step 7 • IniDate Some Governance …………..p9
Step 8 • Think Like a Family Office ………….p10

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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)

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

Contact Steve

Work with Steve

Ready to start the conversation your family keeps putting off?

A free introductory call is a low pressure way to talk through where your family is and what could help.

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