In today’s rapidly changing world, wealth stewardship is no longer just about investment performance. It’s about communication, governance, and shared purpose across generations. Families who take a proactive approach to organizing their affairs, engaging their advisors, and building strong governance frameworks are the families that thrive across generations.
That’s why we’re thrilled to share that our founder, Josh Kanter, will be speaking at the 2nd Annual Mastering Multigenerational Wealth Conference, October 8–10, 2025, at the Omni Orlando Resort at ChampionsGate in Orlando, Florida.
A Unique Gathering of Families and Advisors
Most conferences are designed either for professionals or for families—not both. The Mastering Multigenerational Wealth Conference is different. It’s intentionally built to bring together successful multigenerational families and the professionals who serve them.
Attendees will experience:
- Candid dialogue between families and advisors about what’s working, what’s changing, and what’s next.
- Cross-disciplinary expertise from nationally recognized thought leaders in law, trusts, governance, psychology, philanthropy, and family dynamics.
- Actionable tools and frameworks to help families preserve unity, purpose, and wealth across generations.
Conference Themes
This year’s conference focuses on Planning, Trusts, and Governance in a Rapidly Changing World—a topic central to every family and professional navigating the complexities of wealth transfer and succession. Sessions will explore:
- Building and maintaining family governance structures
- Preparing rising generations for stewardship and leadership
- Coordinating advisors and stakeholders across multiple entities
- Using technology to streamline information and improve communication
- Managing the human side of wealth: family dynamics, conflict resolution, and legacy-building
A Distinguished Speaker Lineup
The 2025 conference will feature some of the most respected voices in the field, including James E. “Jay” Hughes, Jr., John A. Warnick, Kristen Heaney, Mary Duke, and our own Josh Kanter.
Josh’s session will draw from his experience both founding leafplanner and running a single-family office. He’ll share practical insights on how families can build a living “owner’s manual” for their wealth, making complex structures transparent, actionable, and future-proof.
Why We Support This Event
At leafplanner, we believe wealth organization is a cornerstone of multigenerational success. By combining technical expertise with family narratives, the Mastering Multigenerational Wealth Conference offers exactly what families and advisors need: real-world guidance and peer learning in an interactive environment.
If you’re:
- A multigenerational family seeking to strengthen your governance and communication; or
- A professional advisor, attorney, trustee, or consultant serving legacy-minded families,
this conference is designed for you.
How to Attend - Register Here
The 2nd Annual Mastering Multigenerational Wealth Conference takes place October 8–10, 2025, at the Omni Orlando Resort at ChampionsGate in Orlando, Florida.
