Family Business Succession Planning

Family Biz Show - May 5, 2020: Guests Ella Chase and Steve Legler

Strengthen and Grow your Family Business with Insights and Ideas from Industry Thought Leaders


Join us this coming Tuesday, May 5th from noon till 1pm EST to learn what other family businesses are doing to protect cash, stay viable and grow revenue during this crisis. 


Register for the webinar here:

This week’s guests:

Ella Chase Hyland, Co-Founder Wellth Works*


Ella Chase Hyland is the co-founder of Wellth Works, and a 7th generation asset recipient from a hundred-plus-year family in Rochester NY who has seen the burdens and blessing of complex, multi-generational preparation and transfer.


Ella is a dynamic and innovative speaker, facilitator, and mentor. She is a recognized authority on the psychology of leadership, negotiations, and organizational turnaround.  Wellth Works is a leading provider of coaching and consulting for emerging and established female family leaders.  

Ella is a certified CTI professional coach, and is a Northeastern University alumnus, having graduated summa cum laude with dual bachelor’s degrees. You can find Ella traveling the globe, exploring new cultures and adventures, especially those that involve being in, or on, water. Collectively Ella and, her partner, Michelle, have traveled to over 90 countries enjoy sharing their insights and lessons learned to families and family offices of all sizes. Legler, Family Legacy Advisor*

Steve Legler is a Family Legacy Advisor based in Montreal, Canada.  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.  He also married into a business family, where he has witnessed a number of other complex issues.

In 2013 he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him.  Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.

He works with family clients as a facilitator, and sometimes as a mediator. He also does individual coaching with family members. He recognizes how complex the world of family wealth transitions can be and prides himself on knowing how to be a great resource for his clients.

He is active in many associations for professionals who work with families; a member of the FEA Council of the Family Enterprise eXchange (FEX); a member of the Wisdom Expedition of the Purposeful Planning Institute (PPI); and a member of the faculty of the Family Firm Institute (FFI) global education network (GEN) program.

    Steve is the author of:

 SHIFT your Family Business (2014) 


Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019)




During this live interactive webinar, Tuesday, May 5th from noon till 1pm EST, we will be focused on the following questions:

  1. How what’s going on right now is a good test of family governance.
  2. The five silver linings of this crisis.


Register for the webinar here:

Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. *Not affiliated with Lincoln Financial Advisors Corp. 


CRN- 3065387-042920