Preparing Heirs & Optimizing Your Family's Impact, w/ Josh Kanter, CEO of leafplanner

In this episode, host Elizabeth Ledoux is joined by Josh Kanter, CEO and founder of leafplanner, a wealth advisory company that enables families to apply a family office perspective to optimize their impact.

Elizabeth and Josh discuss his decades working in his own family office and as an advisor to other families and family offices, the need to connect legacy planning and estate planning, plus Josh’s leafplanner program that helps families capture, collect, map, and share their information for future generations.

In this episode, Josh mentions the following previous episodes:

The Greatest Wealth Transfer: Ensuring Success in Family Business Transition, with Doug Johnson: https://bit.ly/BTR-Doug-Johnson

The Role Of Emotional Intelligence In Ensuring Successful Business Transitions, with Marcy McNeal: https://bit.ly/BTR-Marcy-McNeal

Wealth Transition Planning, with Brannon Fisher: https://bit.ly/BTR-Brannon-Fisher

Connect with Josh Kanter on LinkedIn: https://www.linkedin.com/in/joshua-kanter/

Website for leafplanner: https://leafplanner.com/

Follow leafplanner on LinkedIn: https://www.linkedin.com/company/leafplanner/

Connect with Elizabeth Ledoux and the Transition Strategists:

Website: https://transitionstrategists.com/

Facebook: https://www.facebook.com/thetransitionstrategists

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

Subscribe to "The Business Transition Roadmap with Elizabeth Ledoux" on your favorite podcast player:

Spotify: https://spoti.fi/3MxSYA2

Apple Podcasts: https://apple.co/3IhMMux

Get Elizabeth Ledoux and Laura Chiesman’s latest book, "It’s A Journey: The MUST-HAVE Roadmap to Successful Succession Planning": https://amzn.to/3oq2LQv

This episode was produced by Story On Media & Marketing: https://www.successwithstories.com.