The Benefit of the Family Voice in Family Office Leadership

Family Office Principals

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The Benefit of the Family Voice in Family Office Leadership

Family Office Principals Podcast, Episode 6

Aug 02, 2024

Transcript

In this episode of Family Office Principals, we're joined by Josh Kanter, Founder & CEO at Leafplanner and Principal at Josh Kanter Wealth Advisory Services. Listen in as Josh discusses his professional and family background, the legal tax journey to restore his father's legacy, Leafplanner's origin story, and the importance of holistic planning and clear communication across the family office.

Discussion about this podcast

Family Office Principals

Welcome to Family Office Principals, hosted by One World Founder and CEO, Scott Saslow. In this series, you'll hear from principals of a wide range of backgrounds as we discuss how family offices can be built and strengthened to last for generations. We'll cover management best practices, succession planning, the role of sustainable and impact investing, gender and the family office, and much more. We're glad you're here!

Also be sure to check out Scott's new book, Building a Sustainable Family Office: An Insider's Guide to What Works and What Doesn't, launching July 9th! Learn more on ONE WORLD's website: https://www.oneworld.investments/ideas

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