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Steve Legler  |  Monthly Insights  |  July 2021
 

Tip of the month:

Summer is here and I am at my cottage, trying to unplug for a couple of weeks. After the craziness of the past year and a bit, I bet many of you are also overdue for some "me" time.
 
I hope that you get a chance to experience some of this as well.
 

What's New:

My favourite conference of the year is coming up really soon.
 
I've written repeatedly about the Purposeful Planning Institute, and how its members feel like my "tribe".
 
 
I hope to see you there!
 

Blog of the Month:

Discovery, Contracting, and Designing Alliances with Families

Working with business families and their members is always interesting and rarely simple.

From the outside it looks relatively easy to get going with any family, but if you’ve ever been in a position to do this, you know how complex it all can be.

That’s what I want to look at this week, and I’ll contrast different terms that come from various professions and how they handle the beginnings of working relationships.

Read more >



Quote of the month:
 

 

Outside link of the month:
 

There's a new resource out there now for Canadians, where everyone can learn more about the Family Office space in this great country.  I'm happy to share one of their first educational articles here:
 
 


Multimedia Piece of the Month:
 
I've been a guest on many podcasts in the past, and I've shared a lot of them in this monthly newsletter.  Here's another of those, that's a bit different, because it goes into more of my personal history, and delved into topics that no others hosts asked about.  Here's my episode as a guest of the Money Tales podcast:
 

 
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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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