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Steve Legler  |  Monthly Insights  |  November 2023
 

Tip of the month:

Hurry up and get started, so that you can then go slowly.
 
That's a line that I have been using more and more when speaking with families who are considering how to think about their plans to transition their business or wealth to the next generation.
 
It truly is a journey and not a destination, so make the decision that you are embarking on the trip, and then enjoy that trip, savouring all the steps along the way.
 
And when you need a guide for parts of the journey, know that there are people out there who can be a resource to you.
 

What's New:

I'll be spending some time November 28-30 in the GTA with some friends and colleagues from Blackwood Family Enterprise Services (BFES).
 
(If you don't know that the GTA is the "Greater Toronto Area", that's OK too)
 
In addition to meeting with a number of firms who serve famiy clients, we have one public event in Burlington on November 29, from 4:00 - 6:00 PM.
 
 
I'd love to see you there and share more about my recent association with BFES.
 

Blog of the Month:
Making your Transition Plans “Fit for Purpose”

The subjects I cover in this space typically have something to do with families who’ve accumulated a certain level of wealth, who eventually get to the stage where transitioning that wealth to the next generation has become a priority.

Read more >

Classic Blog of the Month:
From 2015....

There Is No “Fast Forward” Button

Last week we looked at the fact that people sometimes wish that they had the ability to hit the “Rewind” button in their life, but that outside of Hollywood, this was not something that is available to ordinary people (or even extra-ordinary people).

Read more >



Quote of the month:
 


Outside link of the month:



Multimedia Piece of the Month:
 
The latest episode of the Let's Talk Family Enterprise podcast that I hosted, featuring my guest Aileen Miziolek of FBCG.
Working With Family Relationship Systems
 

 
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Until next month's newsletter.
I hope you enjoy my weekly blogs in between.




Steve Legler
MBA, FEA, CPCC
Family Legacy Guide
450-923-9393
stevelegler.com
 
 
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