Creating a Family Owner's Manual - Wealth of Wisdom Podcast
Learn how creating a family owner's manual–a leafplan–can help track key family information, identify blind spots, and educate family members and advisors.
Check out the latest episode to hear Tom and our founder and CEO, Joshua Kanter, discuss Josh's chapter in the latest edition of Wealth of Wisdom and how a family owner's manual can benefit high-net-worth (HNW) and ultra-high-net-worth (UHNW) families.
The Wealth of Wisdom podcast is the companion to the latest edition in the Wealth of Wisdom series titled, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors edited by Tom McCullough and Keith Whitaker.
