Solving the Complexity Crisis in the Family Office
Complexity is the silent killer of family legacy. As family offices grow, the "mental map" of how things work usually lives in the head of a single founder or advisor. But what happens when that map disappears?
In this featured interview with the Family Office Association, leafplanner founder Joshua Kanter shares how his own "trial by fire"—taking over 750 entities overnight—led to a new philosophy of family organization.
Josh and the FOA team discuss how to move away from "emergency-mode" management and toward a proactive, operationalized framework that ensures continuity, no matter who is at the helm.
Highlights include:
- The high cost of "information silos."
- How leafplanner serves as the "connective tissue" between advisors.
- Practical steps for organizing a complex family ecosystem.
