Steve Legler  |  Monthly Insights  |  May 2023

Tip of the month:

As the summer season approaches this year, I can't help but reflect on how the world looks today compared to a year ago. I'm talking about our collective "moving on" from the pandemic.
A year ago, I looked forward to attending events in person again for the first time in a while, but with some trepidation. As I get set to attend these same events for the second year in a row, the world feels like it's ready to get "back to normal".
But the new normal will be very different from the old, pre-Covid normal. I'm hoping that many of us will find ways to use this as the impetus for finding new, better, and deeper ways to connect with our family clients, in ways that help them maximize their lives.
Wealth is much more than money, and families need support in making the most of their human and social capital too, even if they wouldn't frame it this way.

What's New:

FEC Symposium
Speaking of returning to an event for the second year in a row, I'm really looking forward to being in Ottawa at the end of May for this:
And, I also get to be one of the MC's again, which feels like it's right up my alley.
I hope to see many of my readers there!

Blog of the Month:

Unpacking How Families Plan for Transitions

Many families know that they should be planning for the eventual transition of their wealth or business to the next generation, but they avoid the issue for as long as they can.

Read more >

Classic Blog of the Month:

“Clunky Ownership Syndrome” in Family Business

Ownership usually doesn’t get much attention in the area of family business, and there are many reasons for that, and we’ll get to some.

Read more >

Quote of the month:

Outside link of the month:

This brief piece includes an incisive video from Josh Baron, where he makes some great points about a subject that I have not seen any other experts address on the tradeoffs that family business owners face:

Multimedia Piece of the Month:
Here's the latest episode of the Let's Talk Family Enterprise podcast I hosted:
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Until next month's newsletter.
I hope you enjoy my weekly blogs in between.

Steve Legler
Family Legacy Guide
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