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From Within Outward: Embracing Advisors and Peer Insights for Family Enterprise Growth
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. However, an unexpected liquidity event in his 20s led him to manage their family office instead. In 2013, Legler discovered the Family Enterprise Advisor (FEA) program, which became a career-changing calling. He now works with family clients as a facilitator and mediator, coaching family members across generations.
Steve is the author of two books: "SHIFT your Family Business" (2014) and "Interdependent Wealth" (2019). He is a faculty member of the Family Firm Institute's global education network program, a member of the Wisdom Expedition for the Purposeful Planning Institute, and co-hosts Family Enterprise Canada's "Let's Talk Family Enterprise" podcast.
Resources discussed in this episode:
- Family Enterprise Canada
- John Davis
- Purposeful Planning Institute Rendezvous
- Family Champions and Champion Families
- Dennis T. Jaffe
- Jim Grubman
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
- Website: BeaconFamilyOffice.com
- LinkedIn: Cory Gagnon
- LinkedIn: Beacon Family Office
- Email: [email protected]
Contact Steve Legler | Blackwood Family Enterprise Services:
- Website: stevelegler.com
- LinkedIn: Steve Legler
- Email: [email protected]
- Phone: (450) 923-9393
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.
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By Cory GagnonIn 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. However, an unexpected liquidity event in his 20s led him to manage their family office instead. In 2013, Legler discovered the Family Enterprise Advisor (FEA) program, which became a career-changing calling. He now works with family clients as a facilitator and mediator, coaching family members across generations.
Steve is the author of two books: "SHIFT your Family Business" (2014) and "Interdependent Wealth" (2019). He is a faculty member of the Family Firm Institute's global education network program, a member of the Wisdom Expedition for the Purposeful Planning Institute, and co-hosts Family Enterprise Canada's "Let's Talk Family Enterprise" podcast.
Resources discussed in this episode:
- Family Enterprise Canada
- John Davis
- Purposeful Planning Institute Rendezvous
- Family Champions and Champion Families
- Dennis T. Jaffe
- Jim Grubman
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
- Website: BeaconFamilyOffice.com
- LinkedIn: Cory Gagnon
- LinkedIn: Beacon Family Office
- Email: [email protected]
Contact Steve Legler | Blackwood Family Enterprise Services:
- Website: stevelegler.com
- LinkedIn: Steve Legler
- Email: [email protected]
- Phone: (450) 923-9393
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.