A Discission on Family Business Transition

Watch Kevin Willis of Bloom Investment Counsel, Inc. join Steve Legler for a discussion on family business transition.

“Every family is different and yet the same challenges [regarding family business transition] exist pretty well everywhere and all around the world […].When you work with someone who has the experience with other families, it can help you get over those hurdles.”

Family transition is not something you can learn out of a book. That is why we are pleased to invite Steve for a chat on the most pressing legacy planning questions, including what the common roadblocks to a successful business transition are and how family can members improve transparent and open communication, among others, to create the harmony family businesses may need to support a smooth transition they want.

Steve Legler is an independent family legacy coach based in Montreal with a multitude of experience working with family businesses and their family members to help facilitate a successful generational transfer of their family business. Steve is a proud FEA Designate (FEA) and holds ACBFA and ACFWA certifications (FFI), in addition to having an MBA (UWO-Ivey). He is also a CFA charterholder (CFA Institute), and the author of Shift your Family Business and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions.

Bloom Investment Counsel, Inc. is a well-established Toronto-based independent, privately-owned boutique investment management firm providing actively managed, customized Canadian and U.S. dividend-paying portfolios for wealthy individuals, family offices, foundations, corporations, institutions and trusts.

Founded in 1985, Bloom has experience in managing in excess of $2.5B in assets over the years. We believe that generating independent cash flow is central to the success of our clients’ portfolios because it provides capital for the present day, if needed, while continuing to preserve and build wealth for the future.

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This video is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this video should consult with his or her financial partner or advisor.

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