
Building a Legacy: Why Every Family Should Document Their Journey
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About this listen
In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Josh Kanter, founder of Leaf Planner. They explore the complexities of managing family wealth and the necessity of a structured approach. Josh shares his journey from a corporate lawyer to developing Leaf Planner, inspired by his family's wealth management challenges. The discussion emphasizes the importance of an "owner's manual" for family assets, fostering education and empowerment. Leaf Planner aims to centralize family information, enhance communication, and preserve legacies. The episode underscores the role of technology in simplifying wealth management and promoting family cohesion.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.