Family Office Principals Podcast with Scott Saslow
In this episode of Family Office Principals, host Scott D. Saslow welcomes Josh Kanter, Founder & CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Josh delves into his professional journey, including the significant steps he has taken to honor and continue his father Burt Kanter's legacy.
leafplanner, a platform inspired by the need for holistic family office planning and clear communication. He emphasizes the value of integrating family perspectives into office leadership and how this approach can transform wealth management strategies.
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.
