March 3, 2023

Capital Club Podcast: What is a Family Owner’s Manual and Do I Need One?

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Capital Club Podcast: What is a Family Owner’s Manual and Do I Need One?

On the most recent episode of The Capital Club Podcast, our founder, Joshua Kanter, and Excelsior Capital founder, Brian C. Adams, discuss the importance of setting your family up for generational success by creating a family owner's manual–a leafplan.

Listen on Spotify and Apple Podcasts:

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