Shift your Family Business | Family Business and Legacy Adviser

Is Everything Really on the Up and Up?

Advising the Rising Generation 101 101 Series: E1 Guest Speaker(s): Valerie Galinskaya, Managing Director and Head, Merrill Center for Family Wealth® Host: Steve Legler, Family Business Advisor In the premiere episode of the PPI 101 podcast series, sponso…

Balancing Togetherness with Individuation Having the privilege to work with several different families at a time can sometimes give me the opportunity to compare and contrast what they each need to work on.

Don’t Treat your 28-Year-Old Like They’re 8 Every once in a while, I read something that’s phrased in a way I’ve never seen before, but that resonates with me in a deep way.

It’s Not Just What You Pass Down Occasionally, usually when I hear something that resonates strongly and that I realize I hadn’t heard phrased that way before, I know instantly that I’ll be writing about it here sooner or later.

From G1 to G4: How the Cockshott Family Built Innovair Let’s Talk Family Enterprise Podcast Episode #81 Host: Steve Legler Guest: Grant and Owen Cockshott Host Steve Legler speaks with father-son duo Grant and Owen Cockshott, President/CEO and Product & M…

Here We Go Again (Sorry, Not Sorry) When you intentionally put your thoughts into writing every week, and you’ve been at it for over a decade, you end up recycling ideas that you’ve raised before.

If Only So-and-So Would Just… This week we’re going to look at a subject that’s never far away when families get together and things don’t go exactly according to plan.

Who Are We Serving, and How?

How Do These Three Fit Together?

My Favourite Week of the Year I’m starting this post at the Denver Airport on the Friday of another fulfilling week of connection with colleagues, including many who’ve become dear friends.

There Are Better Ways to Think About This Once again, we’re going back to LinkedIn as a source of inspiration for this weekly missive.

Teach Your Children Well There’s a trend in my field that I’m noticing around the idea of learning, where the concept of having a “learning family” seems to be in vogue.