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Steve Legler

8 Podcast Episodes

Latest 5 Jun 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Episode 134: Putting the Family Back in Family Offices with Steve Legler, Family Legacy Guide

The Other Side Of Potential

Steve Legler is a family business specialist who helps enterprising families create the harmony they need to support the legacy they want. He is also the author of SHIFT Your Family Business, and Interdependent Wealth. Steve was born into a family business, and as the only son of an immigrant entrepreneur, it became clear very early on that he was expected to follow in his dad’s footsteps. Every summer of his teens and the first three years of his work life after university were spent learning everything he could about the business.He returned again after getting his MBA, more ready than ever for the challenges that awaited him. But then, unexpectedly, within six months, the business was sold to a competitor and went from 250 employees to only four. Steve was left to manage the remaining family assets. Along the way, he also married into a business family, and has seen some of the communication challenges that they have faced over the years. Steve has realized how important good communication is for families who want their legacy to continue, as it is transferred to future generations. He appreciates the different roles we play along the way in life which is why he excels as a family business specialist. There are plenty of people advising family businesses about their business issues, but the area that causes so much concern in so many family businesses is not the business, but the family. Steve has some very unique qualifications to help them take control of those important issues.What you’ll learn about in this episode:The grooming Steve had before taking over his father’s business.How the family business had to downscale just as Steve took over.Steve’s experience of now finding himself in charge of a family office.What a family office is and the range of different models to be found.Seeing family offices as being about family and not just family-run businesses.The importance of focusing on the family aspect of a family office for intergenerational wealth.How COVID has affected family offices and the need for more democratic approaches.Finding key positions that fit each sibling as they take over the family office.The importance of having regular family meetings and how this is playing out during COVID.How valuable the younger generation in a family business is as far as keeping it agile.Grooming the younger generation to get interested in business and even start their own one.Closing comments from Steve about legacy requiring not just assets but people.Click Here to Download the Transcript

45mins

31 Mar 2021

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Interview with Steve Legler

Breakfast Leadership Show

Support the Breakfast Leadership Network! Burnout Proof Your Life Online Course. Enter the code NINETY at checkout, to save 90% off the course: https://breakfastleadership.teachable.com/p/burnout-proof-your-life Hire Michael to speak at your event: https://BreakfastLeadership.com/speaking Burnout proof your life with the new book Burnout Proof:  How To Establish Boundaries To Avoid The Negativity Of Stress https://amzn.to/2JkbKxQ Buy Michael's life-altering book: 369 Days: How To Survive A Year of Worst-Case Scenario: https://www.amazon.com/369-Days-Survive-Worst-Case-Scenarios-ebook/dp/B074CCLKZP/ref=sr_1_1?ie=UTF8&qid=1502047423&sr=8-1&keywords=369+days Contribute on Patreon: https://www.patreon.com/bfastleadership Or PayPal: https://www.paypal.me/bfastleadership Breakfast Leadership Network Merchandise: https://teespring.com/stores/breakfast-leadership-network Like, Rate and Review the Breakfast Leadership Show on Apple Podcasts: https://podcasts.apple.com/ca/podcast/breakfast-leadership/id1207338410------ Steve Legler is a Family Legacy Advisor based in Montreal, Canada. He grew up in a business family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues.In 2013 he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.He works with family clients as a facilitator, and sometimes as a mediator. He also does individual coaching with family members. He recognizes how complex the world of family wealth transitions can be, and prides himself on knowing how to be a great resource for his clients.He is the author of SHIFT your Family Business (2014) and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019)He is active in many associations for professionals who work with families; a member of the FEA Council of the Family Enterprise eXchange (FEX); a member of the Wisdom Expedition of the Purposeful Planning Institute (PPI); and a member of the faculty of the Family Firm Institute (FFI) global education network (GEN) program.https://shiftyourfamilybusiness.com/ https://www.linkedin.com/in/steve-legler-259065a/@FamilyLegacyAdv

23mins

22 Mar 2021

Similar People

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Selling the Family Business, Managing the Family Wealth and Keeping the Family Together with Steve Legler

The Connected Generation with Nike Anani

Steve Legler is a Family Legacy Advisor based in Montreal, Canada. He grew up in a business family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues. In 2013 he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions. He works with family clients as a facilitator, and sometimes as a mediator. He also does individual coaching with family members. He recognizes how complex the world of family wealth transitions can be, and prides himself on knowing how to be a great resource for his clients. He is the author of SHIFT your Family Business (2014) and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019) He is active in many associations for professionals who work with families; a member of the FEA Council of the Family Enterprise eXchange (FEX); a member of the Wisdom Expedition of the Purposeful Planning Institute (PPI); and a member of the faculty of the Family Firm Institute (FFI) global education network (GEN) program. To connect with Steve, visit his website here.

37mins

8 Feb 2021

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Steve Legler on Transitioning your Legacy on to Future Generations: The ROI Online Podcast Ep. 87

The ROI Online Podcast

Working in or dealing with a family business can get rough and messy. In this episode of the ROI Online Podcast, author of Shift Your Family Business Steve Legler talks about the importance of creating the harmony you need to support the legacy you want.Steve Legler was born into a family business and also married into one. He learned along the way how important good communication is for families who want their legacy to continue as the business is transferred to future generations. Now, he’s a coach and advisor who works with business families and their members to ensure a successful transition.People work really hard their whole life to build a business and a legacy for their families. They dream about working together but forget how messy it is to mix family relationships with business. If you want your family business to succeed, Steve can help. Among other things, Steve Brown and Steve Legler discussed:The reason behind Steve L’s affinity for coaching familiesThe Shift Process and why can it help you excel as an entrepreneurThe importance of all family members working together as a team What a family constitution is, its myths and truthsThe Family Systems Theory Why it’s so important to plan a transition in advanceHow Steve L can help your family business succeed You can learn more about Steve here:Follow Steve on LinkedIn Send Steve an EmailLearn more about Shift Your Family Business here:https://shiftyourfamilybusiness.com/Read the books mentioned in this podcast:The Golden Toilet by Steve BrownShift Your Family Business by Steve LeglerInterdependent Wealth by Steve LeglerEnroll in the QuickStart Academy today to learn how to develop and implement a proven growth strategy that grows your ROI, your business, and your confidence. Learn more HERE.Thinking of starting your own podcast? Buzzsprout’s secure and reliable posting allows you to publish podcasts online. Buzzsprout also includes full iTunes support, HTML5 players, show statistics, and WordPress plugins. Get started using this link to receive a $20 Amazon gift card and to help support our show!Support the show (https://cash.app/$stevemfbrown)

42mins

27 Jan 2021

Most Popular

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Exploring Great Expectations in Family Enterprises with Steve Legler

Enterprising Families Podcast

Family Legacy Advisor Steve Legler joins Tsitsi Mutendi to discuss the Great expectations in Enterprising Families. About Steve Legler : Steve Legler is a Family Legacy Advisor based in Montreal, Canada. He grew up in a business family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues.In 2013 he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.He works with family clients as a facilitator, and sometimes as a mediator. He also does individual coaching with family members. He recognizes how complex the world of family wealth transitions can be, and prides himself on knowing how to be a great resource for his clients.He is the author of SHIFT your Family Business (2014) and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019)He is active in many associations for professionals who work with families; a member of the FEA Council of the Family Enterprise eXchange (FEX); a member of the Wisdom Expedition of the Purposeful Planning Institute (PPI); and a member of the faculty of the Family Firm Institute (FFI) global education network (GEN) program. You can connect with Steve via LinkedIn and Twitter and on his blog on www.shiftyourfamilybusiness.com

40mins

2 Oct 2020

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A crisis as a test of family character with Steve Legler and TsiTsi Mutendi

Voice of African Family Business with AFF

Between 6 April 2020 and 27 April 2020, AFF held FB 21 - a virtual global family business conference with 86 contributors from all over the world. The theme was "Reinventing and Rebooting Family Businesses", aimed to bring positive tools to help you through the COVID-19 pandemic. Steve Legler and our co-founder TsiTsi Mutendi had a discussion on the role of the family in this hour. Steve Legler is a Family Legacy Advisor based in Montreal, Canada.  He grew up in a business family, destined to take over the company his father had founded before he was born.  After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead.  He also married into a business family, where he has witnessed a number of other complex issues. In 2013 he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him.  Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions. He works with family clients as a facilitator, and sometimes as a mediator. He also does individual coaching with family members. He recognizes how complex the world of family wealth transitions can be, and prides himself on knowing how to be a great resource for his clients. He is the author of SHIFT your Family Business (2014) and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019) He is active in many associations for professionals who work with families; a member of the FEA Council of the Family Enterprise Exchange (FEX); a member of the Wisdom Expedition of the Purposeful Planning Institute (PPI); and a member of the faculty of the Family Firm Institute (FFI) global education network (GEN) program. Steve can be found here. Find us on social media @africanfamilyfirms and to sign up for our newsletter, click here

50mins

18 May 2020

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Steve Legler, family legacy advisor

Crafting Solutions to Conflict

Steve Legler, family legacy advisor, shares his insights as a facilitator, mediator, and coach. Steve is based in Montreal. He has a personal perspective on family enterprise transitions and a commitment to education to help him serve families effectively. You can learn more about Steve, his books, and his blog at his website: https://shiftyourfamilybusiness.com/about/ Steve is on LinkedIn here: https://www.linkedin.com/in/steve-legler-259065a/. Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.

30mins

8 Aug 2019

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#014: Families, Business and Family Businesses with Steve Legler

The Wealth Navigator Podcast with Richard Dri

Biography: Steve Legler is a family enterprise advisor designate, CFA charter holder, and family legacy advisor based out of Montreal. Steve is the founder of Shift Your Family Business, as well as the author of the book of the same name. The Alberta Business Family Institute estimated that family businesses generate approximately 60% of Canada’s GDP, hiring 6 million part- and full-time employees and creating 70% of new jobs. However, a large majority of these family businesses never persist longer than a single generation. At Shift Your Family Business, Steve works with these small business owners to ensure that their companies’ legacies last more than a lifetime. In this episode, Steve discusses his own experiences growing up in a family business, explains why so many of these small companies fail in the long term, and emphasizes how key communication is in ensuring an intergenerational legacy. Richard Dri, is a Portfolio Manager and founder of Dri Financial Group at Scotia Wealth Management. By listening to Dri’s podcasts, you will learn the strategies that successful investors use to become financially independent. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. For more information visit www.scotiawealthmanagement.com. Dri Financial Group is a personal trade name of Richard Dri.

54mins

23 May 2019