Breaking the Log Jam: Clearing Complexity to Build Sustainable Family Wealth
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Breaking the Log Jam: Clearing Complexity to Build Sustainable Family Wealth
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In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with clarity and collaboration. With deep roots in finance and advisory, Don helps families navigate the emotional and strategic layers of ownership, succession, and legacy-building across generations.
Throughout the conversation, Don discusses how to recognize intuitive signals, untangle personal and business challenges, and build capacity in the rising generation. He highlights the importance of collaborative advisory teams, intentional mentorship, and developing an ownership mindset. Tune in to hear Don’s practical insights on strengthening family capital, aligning purpose with action, and creating legacies that last.
About Don Steele
A trusted advisor, financial executive, and investor passionate about helping entrepreneurs unlock the potential in their families and businesses. A valued partner and skilled collaborator, providing support and accountability to enterprising families and their advisors to preserve and nurture each family’s unique mix of financial and non-financial capital.
Resources discussed in this episode:
- Range: Why Generalists Triumph in a Specialized World
- Pioneering Portfolio Management
- Private Capital by Joe Reilly
- Purposeful Planning Podcast
- Built to Sell Podcast
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
- Website: BeaconFamilyOffice.com
- LinkedIn: Cory Gagnon
- LinkedIn: Beacon Family Office
- Email: beaconfamilyoffice@assante.com
Contact Don Steele | Sterling Family Capital:
- Website: sterlingfamilycapital.com
- LinkedIn: Don Steele
- Email: don@sterlingfamilycapital.com
- Phone: (416) 302-2146
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.