As families grow and evolve, familiar ways of making decisions, sharing responsibility, and defining contribution can take shape over time. Influenced by shared history, loyalty, and long-standing expectations, these patterns can quietly guide how families work together, sometimes without being clearly discussed.

In this Legacy Builders webcast, host Cory Gagnon is joined by Steve Legler and Dave Specht to explore how unspoken agreements influence family dynamics and decision-making.

In this webcast, we’ll explore:

● How recurring patterns shape decision-making and responsibility within families

● The influence of unspoken expectations and loyalty on family dynamics

● What meaningful contribution looks like as families and roles evolve

● How healthier ways of working together can be sustained over time

Featuring:

● Steve Legler, MBA, FEA, CPCC – Advisor, Blackwood Family Enterprise Services

● Dave Specht – Founder and President at Advising Generations LLC.

● Cory Gagnon – Senior Wealth Advisor, Beacon Family Office at CI Assante Wealth Management Ltd.

This program was prepared by Cory Gagnon who is a Senior Wealth Advisor at Beacon Family Office at CI Assante Wealth Management Ltd. This is not an official program of CI Assante Wealth Management Ltd. and the statements and opinions expressed during this webcast do not necessarily those of CI Assante Wealth Management Ltd. This show is intended for general information only and may not apply to all listeners or investors; please obtain professional financial advice or contact me at (403) 232 – 8378 or visit beaconfamilyoffice.com to discuss your particular circumstances prior to acting on the information presented.