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Community Connect – Montreal
May 2 @ 5:00 pm - 8:00 pm EDT
Presenters
Steve Legler, MBA, FEA, CPCC
Family Governance Coach
Steve Legler is an independent Family Legacy Coach based in Montreal. He grew up in a business family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead.
In 2013 he stumbled upon the Family Enterprise Advisor (FEA) program, which turned into a career-changing calling for him. He now works with family clients as a facilitator, and sometimes as a mediator.
He also does individual coaching with family members from every generation. He is the author of SHIFT your Family Business: STOP working IN your Family Business, Start working ON your Business Family (2014) and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019).
He is a member of the faculty of the Family Firm Institute’s global education network program (FFI-GEN), leader of the Wisdom Expedition for the Purposeful Planning Institute, and one of the hosts of Family Enterprise Canada’s “Let’s Talk Family Enterprise” podcast.
Babetta von Albertini, Ph.D
IFG Co-Founder & Chair
Babetta is the Co-Founder and Chair of the Institute for Family Governance. She is an expert on family governance and U.S. tax law and has advised large domestic and international families on their governance and succession planning for approaching twenty years. Babetta is also the General Counsel of ATM Capital Partners, a single family office. Prior thereto, she was with Withers (a global trusts and estates law firm) for nine years, and Shearman & Sterling (a capital markets law firm) for three years, living and working in New York, London, Switzerland and Hong Kong.
Babetta is a dual-qualified common law/civil law attorney (admitted to the bars of New York and Zurich, Switzerland) and holds both a Tax LL.M. and a Corporate LL.M. from NYU, as well as a Ph.D. in law from the University of Zurich, Switzerland.
Babetta served as elected U.S. representative on the STEP Global Council for three years (the Society of Trust and Estate Practitioners), and as Vice-Chair of STEP New York for three years.