Josh Kanter on Managing Generational Wealth: Insights from the Enclave Podcast
leafplanner was born out of the complexity of our founder’s family, arising from the unexpected death of his father, when Josh and his siblings could still be referred to as the rising generation. Now, almost 25 years later, and the senior generation of the family, Josh recently joined Jake Knight of Enclave to explore the generational issues often facing families of wealth.
In this episode, Josh discusses his own journey leading his family through a 33-year tax dispute, simplifying a complex balance sheet and enterprise structure, and navigating family dynamics, to the founding of leafplanner to empower future generations. Josh provides practical advice for families about the the importance of communication, making sure everyone in the family is being heard and is finding their own voice, and how he defines success as being more about the values and well-being of the family, than its wealth.
We invite you to listen to this engaging episode to gain valuable insights into some of the issues facing multigenerational families and learn how leafplanner can help your family.
In this episode of the Enclave Podcast, host Jake Knight sits down with Josh Kanter, a seasoned expert in managing multi-generational wealth and family dynamics. From leading his family through a 33-year tax dispute to founding leafplanner, Josh shares insights into navigating complex family enterprises while maintaining harmony and purpose.