‘My father’s succession planning took two decades – now I help other wealthy families’
Learn what led to Josh's drive to assist wealthy families with succession planning and, ultimately, the creation of leafplanner in a Spear's article by staff writer Rory Sachs.
About Spear's
Spear’s is the multi-award-winning wealth management and luxury lifestyle media brand whose flagship magazine has become a must-read for the ultra-high-net-worth (UHNW) community. It is also required reading for the affluent financial services community, including the bankers, lawyers and family offices who advise the wealthy.
