Watch Now: Next Gen and Succession – Lessons and Tools from the Field

Watch Now: Next Gen and Succession – Family Office Lessons and Tools from the Field

Succession is rarely just about transferring assets; it is about transferring wisdom, values, and responsibility.

We are pleased to share the recording of a recent live panel featuring Josh Kanter (Founder of leafplanner) and Jane Flanagan (Founder of Essential Connections Network). Moderated by Danielle Patterson of Family Office Access, this session brought together two practitioners with over 20 years of collaboration to discuss the delicate art of preparing the next generation.

Balancing High-Tech and High-Touch

In "Next Gen and Succession: Lessons and Tools from the Field," Josh and Jane combine their decades of experience to offer a holistic view of family transitions. They explore the critical intersection where organization meets communication—showing how technology and structure (leafplanner) must work hand-in-hand with coaching and education to build lasting legacies.

During this hour-long deep dive, the panel covers:

• Empowering the Rising Gen: Strategies to move the next generation from passive beneficiaries to active, prepared stewards and leaders.
• Uncovering Blind Spots: How to identify the hidden gaps in your succession plan before they become critical issues.
• Organizing Family Knowledge: Practical methods for documenting the "unwritten" rules and history that often get lost during transitions.
• Building Trust: The role of education and coaching in bridging the gap between current leadership and future successors.

If you are a family office executive, a rising family member, or an advisor guiding families through transition, this conversation provides a roadmap for improving long-term readiness.

Watch the full session below:

Is Your Family Ready for What’s Next?

Succession planning requires more than just a will—it requires a comprehensive map of your family enterprise. leafplanner helps you organize your information, identify blind spots, and prepare the Rising Generation with the knowledge they need to succeed.

Book a Demo with leafplanner to start building your family’s bridge to the future.

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