Shift your Family Business
A Resource for families navigating the
challenges of family harmony and legacy, as they transition through generations.
(And the professional advisors who serve them!)

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content that will help you: 

- Start the key conversations around family dynamics, where "Business" and "Family" overlap,  (even if you have been avoiding them)

- Create a workable plan, to transition both the family's valuables and the family's values to the rising generation

- Understand how lawyers, accountants and financial advisors can (and should) work together, to better serve the family

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About The Author
Steve Legler,  Family Business Advisor
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 CBFA and CFWA 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)

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