Building Your Family’s Owner’s Manual: Josh Kanter on The Angel Next Door Podcast
We are excited to share that our Founder and CEO, Josh Kanter, was recently a featured guest on The Angel Next Door podcast, hosted by Marcia Dawood.
In this insightful episode, titled "Building Your Family’s Owner’s Manual: Managing Assets, Investments, and Memories,"Josh dives deep into the reality that often follows entrepreneurial success: a complex web of investments, assets, and stories that can quickly become too difficult for any single person to manage.
From Personal Experience to a Universal Solution
Josh shares his unique journey growing up as the son of a legendary tax lawyer and the heavy responsibility he later undertook in managing his own family’s intricate financial affairs. It was this intersection of the legal, venture, and family office worlds that inspired the creation of leafplanner.
In the episode, Josh and Marcia discuss:
- The "Owner's Manual" Concept (a leafplan): Why every family needs a centralized, accessible guide to untangle their personal and financial complexities.
- Beyond the Balance Sheet: The importance of capturing family stories and memories alongside hard assets.
- Multi-Generational Success: Practical steps for laying the groundwork to streamline your legacy and protect what truly matters for future generations.
Whether you are just beginning to navigate the complexities of wealth or are looking to refine your current family office structure, this conversation offers a high-level playbook for clarity and order.
Listen to the full episode below:
Ready to Build Your Own Owner's Manual?
Don't leave your family’s legacy to chance. leafplanner helps you identify blind spots, organize your family enterprise, and ensure a seamless succession of information.
Schedule a Demo with leafplanner Today to see how we can help you map your legacy.
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