Business Transition Roadmap Podcast: Preparing Heirs & Optimizing Your Family’s Impact
In this discussion, Josh joins Elizabeth Ledoux, Founder and Head Strategist at The Transition Strategists, on the Business Transition Roadmap Podcast. Together, they explore the roadmap to healthy transitions and Josh's journey with his own family transition.
In this episode, host Elizabeth Ledoux is joined by Josh Kanter, CEO and founder of leafplanner, a wealth advisory company that enables families to apply a family office perspective to optimize their impact. Tap or click the play button below to listen to: Preparing Heirs & Optimizing Your Family’s Impact with Josh Kanter, CEO of leafplanner. Elizabeth and Josh discuss his decades working in his own family office and as an advisor to other families and family offices, the need to connect legacy planning and estate planning, plus Josh’s leafplanner program that helps families capture, collect, map, and share their information for future generations.
