S3 E2 – Aging Parents, Family Transitions, and Sudden Loss ft. Steve Legler
On this season of the Our Family Office podcast, we’re asking the question: who needs a family office?
In this episode, host Adam Fisch sits down with Steve Legler, an independent Family Legacy Coach with Blackwood Family Enterprise Services, to discuss why many families postpone important conversations about succession and decision-making (03:46), the risks of having information concentrated in one person’s head (08:54), and how spouses and future generations can be better prepared for periods of transition (16:56).
For more information about Steve Legler, visit stevelegler.com or Blackwood Family Enterprise Services.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
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Our Family Office proudly presents the Our Family Office Podcast. Throughout the inaugural season, host Adam Fisch speaks to various experts from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.