750 Entities, 0 Instructions: A Founder’s Story
When Joshua Kanter found himself managing a complex tax litigation battle that reached the U.S. Supreme Court, he thought he understood complexity. But it was the overnight responsibility of 750+ family entities that truly tested the limits of traditional estate planning.
In the latest episode of Purpose Driven Capital, Josh shares the raw origins of leafplanner. He and host Matt dive deep into why wealth often disappears across generations—not because of bad investments, but because of a lack of purpose and organization.
Key takeaways from the conversation:
- The 750-Entity Wake-up Call: Why traditional plans fail in the transition.
- Communication > Capital: Why the "Why" matters more than the "How much."
- The Next-Gen Bridge: How to prepare heirs for complexity before it’s too late.
If you’ve ever wondered what it actually takes to build wealth that lasts, this conversation is a masterclass in governance, relationships, and the intersection of wealth and intent.
