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Presented by:
Steve Legler MBA, CFA, FEA450-923-9393
[email protected] ShiftYourFamilyBusiness.com
Your Roadmap to Perpetuate Wealth
Please consider the following data:
61% rate legacy development as a top financial need.Mindscape Study
77% of families say it is important to leave values and life lessons as inheritance.Morningstar
91% of all multi-generational wealth transfers fail by the time the assets reach the wealth creators’ grandchildren.For Love and Money, Roy Williams
To protect your family from this all-too-common
occurrence, Steve Legler makes The MTM Vault
available to be your family’s roadmap for defining,
protecting, perpetuating and communicating core
values, family legacy, valuable life experiences
and philanthropy, while mitigating the high rate of
wealth transfer failure.
Rags to Riches to Rags in Three Generations.
First Generation Begins with little financial wealth, but creates financial wealth and enjoys success.
Second Generation Receives a top-flight education and enjoys the material benefits of the family’s financial wealth, usually accompanied by family discord.
Third Generation Squanders the financial wealth and is forced to create new wealth from almost nothing, as did the first generation.
Build Strong Family Rootswith The MTM Vault.
How is it that the giant redwood can grow to such heights?
It is not the individual root system of each tree, but rather
the interdependence of the roots of many generations,
from old growth to the newest seedlings, that supports the
family of trees as they reach the sky.
The MTM Vault will strengthen your own family tree’s root
system by guiding you to:
Define, protect, perpetuate, and communicate
core values, family legacy and life experiences
Engage multiple generations of the family
Create a shared vision
Increase meaningful communication
All under the guidance of your MTM Advisor, Steve Legler,
working with your family’s existing advisory team.
To perpetuate all assets of value, Steve
Legler offers The MTM Vault—providing a
time‑efficient, structured digital system for
families to:
Improve family unity
Define your family’s legacy
Enhance the purpose of your wealth
Mitigate the 91% wealth-transfer failure rate
The simple, guided tactics can be completed
online in 30 minutes or less, and your advisor,
Steve Legler, will be your guide through the
process.
Your Roadmap to Perpetuate Wealth,
Right from the Palm of Your Hand.
Your family’s net worth is “More Than MoneySM”…
FAMILYLIFE EXPERIENCES
SOCIAL RESPONSIBILTY
GR
ATI
TUD
E
LEGACYFA
MIL
YU
NIT
Y
CORE VALUES
PHILANTHROPY
HUMAN CAPITAL
INTELLECTUAL CAPITAL
TRADITIONS
SOCIAL CAPITAL
MORE THAN MONEYSM
Living an ‘A+LIFE’ means having access to a system that encompasses:
A: Advanced AnalyticsDiscover shared family core values, individual communication styles and measure progress
L: Legacy DevelopmentDefine and communicate individual core values, family legacy and philanthropic intent/impact
I: Impact IntegrationEnhance the purpose of your wealth, incentivize purposeful, positive behaviors from beneficiaries
F: Family GovernanceCreate formal family structures such as an advisory board, family bank and family constitution
E: Experiences of ValueCapture, protect and share the human, social and intellectual capital of your family
We simply believe a family’s net worth is more
than their financial balance sheet. We believe
a family’s net worth is “More Than MoneySM”.
Steve Legler can provide a comprehensive, 30 minute assessment to help you determine how The MTM Vault will best address your family’s interest.
The MTM Vault is Your Roadmapto Living an ‘A+LIFE’.
The name of our digital system, The MTM Vault, is a nod
to our motto, “More Than MoneySM“.
Each web-based tactic in the system can be completed
in 30 minutes or less, and once you begin, the system
becomes your singular portal to access and manage all
facets of The MTM Vault:
Simple, Elegant Digital Dashboard
Time-Efficient, Guided, Web-based Tools
30-minute Comprehensive Assessment
Communicate privately with family members
Centralized, Dynamic ‘Family Decision Center’
Digital, Customizable, and Secure, with Easy Uploading
Dynamic Progress Reporting
24/7 Global Access on any mobile device
U.S. Headquarters; Bank-Level Security
Convenient access via text, email, mobile phone, tablets and computers
Simple. Elegant. Time-Efficient. Effective.
The MTM Vault Digital System
Communicate with Family:
Access Your Client Dashboard:
View Assessment Results:
During your initial consultation, your advisor, Steve Legler, will give you a full preview of The MTM Vault digital system.
Create a statement of values
Discover shared, family core values
Define individual communication styles
Define family legacy
Incentivize positive behaviors from heirs
Capture valuable life experiences
Increase cohesion, family unity and communication
Align existing professional advisors
Define charitable intent
Create a shared family philanthropic vision
Measure the impact of the family’s philanthropy
Discover each individuals unique talent to offer philanthropies for maximum impact
Enjoy shared, experiences of value together through philanthropy
Establish a family Advisory Board
Efficiently create a governing Family Constitution
Encourage entrepreneurship consistent with the family values, legacy and philanthropy
Create purposeful, family experiences of value
Build a chronological ‘timeline’ of family experiences
Create a Time Capsule of the family’s most important tactics
Build a customizable Digital Vault for safekeeping/uploading valuable documents, videos, pictures
Launch a centralized, dynamic ‘Decision Center’ where the family can communicate about specific topics being considered
Increase family unity
Tactics can be completed on your own schedule, each in 30 minutes or less.
The Value You Will Receive
GRATITUDE
ADVISORYBOARD
COMMUNICATION STYLE
MITIGATE WEALTH TRANSFER FAILURE
FOUNDATION
FA
MIL
Y M
EE
TIN
GS
STATEMENT OF VALUES
DEFINE INTENT ALIGN ADVISORS
DIS
CO
VER
UN
IQU
E T
ALE
NT
S
PREPAREHEIRS
MEASURE IMPACTFAMILY UNITY
GOVERNANCE
FAMILY CONSTITUTIONFA
MIL
YL
EG
AC
Y
CREATE SHAREDPHILANTHROPIC
VISION
GUIDED,TIME-EFFICIENT,CONVENIENT
ENCOURAGE ENTREPRENEURSHIP
PURPOSEFULEXPERIENCES
EN
JO
Y S
HA
RE
D
EX
PE
RIE
NC
ES
INCREASE MEANINGFUL COMMUNICATION
ENGAGE MULTIPLE GENERATIONS
PERPETUATE FAMILY LEGACY
LIFE EXPERIENCES
DEFINE COREVALUES
VALUE YOU RECEIVE
Read this brochure to
begin learning about all
facets of The MTM Vault.
Schedule a consultation
with Steve Legler
to complete your
assessment and
immediately review the
results.
MAKE THE CALL
MOVE FORWARD
The MTM Vault will now serve
as your family’s roadmap
to increasing family unity,
perpetuating More Than MoneySM
assets, and mitigating wealth
transfer failure.
ACHIEVE YOUR FAMILY’S GOALS
Your Roadmap to Perpetuate Wealth.
START HERE
Engage Steve Legler to receive
your login credentials and access
The MTM Vault.
Your Initial Consultation.Easy as 1, 2, 3!
Contact Steve Legler to schedule an appointment and
receive the following:
1 Complete your “More Than MoneySM” Assessment in 30 minutes or less
2 Immediately review your results
3 Preview our web‑based digital system
Set up your initial consultation.
Your MTMAdvisor
©2017
Email Steve.
Steve Legler MBA, CFA, FEAFamily Business Advisor—Facilitator, Coach, Mediator
450-923-9393 [email protected] ShiftYourFamilyBusiness.com
495 Viger Avenue #2707 Montreal, Quebec, Canada H2Z 0B1
Steve Legler “gets” business families.
He understands the issues that families face, as well as how each family member sees things from their own viewpoint.
He specializes in helping business families navigate the difficult areas where the family and the business overlap, by listening to each person’s concerns and ideas. He then helps the family work together to bridge gaps by building common goals, based on their shared values and vision.
Steve was born into a family business. As the only son of an immigrant entrepreneur, it became clear very early on that he was expected to follow in his father’s footsteps. He spent every summer of his teens and the first three years after earning his Bachelor’s degree in commerce learning everything he could about the business.
He returned to the business after getting his MBA, ready for the challenges that awaited. But within six months the family sold the operating business, going from 250 employees to four. With his father spending most of his time on his new farm, Steve managed the remaining family assets in their holding companies: real estate, financial investments, and intellectual property.
The family’s liquidity event prompted him to earn the Chartered Financial Analyst designation. Steve also had the good fortune to marry into another business family and he has since witnessed some of the communication challenges that family has faced over the years dealing with their own unique issues.
This helped Steve realize how important good communication is for families who want their legacy to continue.
His background in family business, his experience running his own family office, along with his education and training in coaching, facilitation, and mediation, make him uniquely suited to the role of advising business families and families of wealth.
He is the author of Shift your Family Business (2014), he received his MBA from the Richard Ivey School of Business (UWO, 1991), is a CFA Charterholder (CFA Institute, 2002), a Family Enterprise Advisor (IFEA 2014), and has received the ACFBA and CFWA accreditations (Family Firm Institute 2014-2015).
In his late 40’s Steve enrolled in the Family Enterprise Advisor program, geared towards wealth managers, accountants and insurance folks who advise business families. He immediately had an affinity for those teaching the classes, and felt a calling to the work of those people, all of whom work as family business facilitators, advisors, coaches and mediators.
He was very happy to have finally figured out what he wanted to be when he grew up, and he now prides himself on his ability to help families create the harmony they need to support the legacy they want.
