Why do so many families struggle to preserve wealth across generations?
In this episode of Purpose Driven Capital, Matt sits down with Josh Kanter, founder of Leaf Planner and longtime advisor to multi-generational families navigating the complexity of wealth, governance, and legacy.
After building his career as a lawyer and helping manage a complex tax litigation battle that reached the U.S. Supreme Court, Josh found himself responsible for navigating an intricate network of family trusts, investments, and entities. That experience ultimately led him to focus on helping families organize and sustain wealth across generations.
In this conversation, Josh shares insights from decades working with families managing complex financial structures and generational transitions.
We discuss:
• Why generational wealth often disappears
• The hidden complexity inside family offices
• Why communication matters more than capital
• The role of purpose in sustaining wealth across generations
• How families can better prepare the next generation
This episode explores the intersection of wealth, governance, relationships, and legacy and what it really takes for families to build wealth that lasts.
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DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.
