Josh Kanter Joins the Latest Onward Podcast Episode with NewEdge Wealth
In this latest episode, leafplanner CEO Josh Kanter joined Ghislaine Gouraige and Karen Glassman of NewEdge Wealth to explore the intricacies of family offices. As someone who operates his own family office, Josh shared his expertise on the multifaceted nature of these entities, shedding light on how they can be pivotal in managing wealth effectively across generations.
What We Discussed:
- The Essence of a Family Office: Josh provided a thorough explanation of what a family office is and why it’s more than just an investment tool. It’s about creating a comprehensive framework that addresses not only financial management but also family governance and long-term strategic planning.
- Starting and Running a Family Office: From deciding between a single-family office, multi-family office, or a virtual family office, Josh highlighted the key considerations families need to make. He shared insights on aligning the structure of a family office with the unique needs and goals of the family.
- Josh's Personal Insights: Josh opened up about his own experiences managing his family office, offering listeners a behind-the-scenes look at the challenges and successes he’s encountered.
- Introducing leafplanner: We were thrilled to discuss leafplanner, our innovative platform designed to streamline wealth management for families. With leafplanner, families can consolidate and organize their financial and non-financial information in a way that’s both intuitive and comprehensive, making it easier to navigate complex family enterprises.
We invite you to listen to this engaging episode to gain valuable insights into family offices and learn how leafplanner can be a game-changer in managing your wealth.
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In our latest episode of Onward, Karen Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office.
