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Index/Leadership/Legacy Builders
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From Within Outward: Embracing Advisors and Peer Insights for Family Enterprise Growth

Legacy Builders · 2024-08-16 · 52 min

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Topics in this episode

Financial planningFinancial wellbeingcory gagnonnew podcastthe family business partnership

Episode notes

In this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough decisions and work through challenges that span generations. Steve, who grew up in a business family himself, shares what he's learned about keeping families and their businesses healthy over time. Throughout the conversation, Steve touches on important ideas like getting advice from people who don't have a hidden agenda, finding family members who can champion positive change, and why it's crucial for families to meet regularly and talk openly. He explains how these practices can help families stay strong and adapt, especially when facing big changes or unexpected events. Listen to our latest episode to hear Steve's insights on balancing family harmony with business success, the importance of unconflicted advice, how to be a family champion, and more. About Steve Legler Steve Legler, MBA, FEA, CPCC, is an independent Family Legacy Coach based in Montreal. Growing up in a business family, he was expected to take over his father's company.

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  • The Paraplanner to Adviser Pipeline: How to Bridge the Gap | Georgia Thomas & Andrianna RawlingsHoxton Life · on Financial planning68 / 100
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  • The Problem With Your Annual Budget (And What Actually Works) | Ep 252Strategy Meets Finance · on Financial planning

More from Legacy Builders

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  • Inherited Vision, Unwritten Future: How the Next Generation Shapes What Comes Next80 / 100
  • The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises58 / 100
  • Return on Meaning: Rethinking Wealth Beyond Financial Capital
  • The Architecture of Ownership: How Families Build Structures That Last
  • Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life
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