Family Office List MasterClass: Mastering Family Enterprise & Creating a Family Owner’s Manual
In this episode, leafplanner CEO Josh Kanter joined Danielle Patterson of Family Office List to discuss the importance of family offices and how they can help families manage wealth across generations.
What Was Discussed:
Core Functions of a Family Office:
Josh explained that a family office goes beyond wealth management, addressing family governance, risk management, and strategic planning.
Risks to the Family Enterprise:
He shared the key risks families face, including misalignment and poor succession planning, and how to mitigate them.
The Role of Family Meetings:
Josh highlighted how regular family meetings foster communication, transparency, and alignment on goals.
The Family Owner’s Manual:
Josh shared his journey creating the first Family Owner’s Manual for his family—a tool to define values, governance, and succession.
Introducing leafplanner:
We also introduced leafplanner, a platform designed to help families create their own Family Owner’s Manual. leafplanner offers a streamlined way for families to organize their financial and non-financial information, ensuring transparency, engagement, and education across generations. Josh explained how leafplanner assists families with workflow, risk management, and identifying gaps in planning and thinking, making it easier to navigate complex family enterprises and prepare for seamless transitions and succession.
Join us for an insightful MasterClass hosted by Danielle Patterson, CEO of Family Office List, as Josh Kanter shares his family story and how it guided him into the family office world. With over 22 years of experience, Josh will explore the concept of Family Enterprise Thinking and discuss the key aspects of building and managing a successful family office.
Learn more about the episode, and Family Office List, Here.
