November 29th at Noon ET / 11:00am CT (60 minutes)
Speaker: Steve Legler, MBA, FEA, CPCC, Family Legacy Guide, Coach, and Facilitator
Host: Kirby Rosplock, Ph.D. Founder, Tamarind Partners, Inc., PPI Dean of Family Offices
In a recent article published in the FFI Practitioner, Steve Legler shared his observation that, in some family enterprises, when a generational shift occurs, an existing corporate hierarchy may transform into a less defined and ambiguous structure when the next gen leaders have roughly equivalent managerial roles. In his article, Steve explores the challenges of working with clients who are experiencing what he has dubbed as the flat “FOOT”: the “Family Owner-Operator Team.”
In this session, hosted by Kirby Rosplock, Steve and Kirby will share thoughts and perspectives on such family situations, and how they differ when there is an operating company, versus a family office, or when much of the wealth is held in trusts.
Introduction to Our Guest Speaker
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.
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