Josh Kanter on Documenting a Family Journey: A Conversation on the Family Office Success Podcast
Josh Kanter, founder of leafplanner, joins host Christi Van Rite on the Family Office Success Podcast to discuss the importance of documenting a family’s journey to insure long-term, multigenerational success.
Drawing from both professional expertise and deeply personal experience managing his own family’s complex financial affairs, Josh offers a compelling perspective on the challenges families of wealth face when information is dispersed, communication is inconsistent, and succession planning is unclear. These experiences served as the genesis for leafplanner—a platform designed to serve as a comprehensive, family-facing “owner’s manual” for wealth, relationships, and responsibility.
In this episode, Josh and Christi explore:
- Empowering families new to multigenerational wealth with the right questions, education, and tools to intentionally shape their legacy and navigate complexity
- Using leafplanner’s expert-driven approach to replicate the holistic view of a single family office and coordinate the family’s entire ecosystem
- Delivering an approachable, curated experience that engages and empowers family members, staff, advisors, and fiduciaries—while preserving stories and ownership of information
- Addressing family and advisor education, engagement, and empowerment in an approachable and curated manner
Whether your family is actively operating a family office or navigating the complexities of multi-generational wealth for the first time, this conversation offers valuable guidance on building clarity, resilience, and alignment through intentional information design and ongoing education.
We invite you to listen to this engaging and thoughtful discussion—an exploration of the future of family wealth planning, and how leafplanner is helping families approach it with clarity, purpose, and confidence.
Christi Van Rite converses with Josh Kanter, founder of leafplanner. They explore the complexities of managing family wealth and the necessity of a structured approach. Josh shares his journey from a corporate lawyer to developing leafplanner, inspired by his family's wealth management challenges
