In this episode of Money Tales, our guest is Steve Legler. From birth, Steve was the anointed successor to the family business his father created. It wasn’t his dream to take over the business, but Steve knew it was his duty to take on these responsibilities. After getting his MBA, he was told the business was to be sold and there was not going to be anything for him to run. Steve was relieved!
Steve is a Family Legacy Advisor based in Montreal, Canada. After the unexpected sale of the family business 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, Steve stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned into a career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.
Steve works with family clients as a facilitator and sometimes as a mediator. He also does individual coaching with family members. Steve 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.
Steve 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, including the FEA Council of the Family Enterprise eXchange, the Wisdom Expedition of the Purposeful Planning Institute, and the faculty of the Family Firm Institute global education network program.
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