229 – Shift Your Family Business – Steve Legler

Steve Legler podcast cover

In this episode Josh talks with Steve Legler, author of “Shift Your Family Business“. They discuss the pitfalls inherent in family businesses and some strategies for dealing with them.

Steve is a proud FEA Designate (IFEA) and holds ACBFA and ACFWA 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).

Steve helps family businesses with their family dynamics, to create the harmony they need, to support the legacy they want!

In today’s episode you will learn:

  • When do people make the SHIFT from a family business to a business family?
  • When they go from “my wealth” to “our wealth”?
  • What a good legacy would be?
  • The evolution of the field of wealth transitions