Shows
The WealthTech PodcastCreating the Owner's Manual for Your Family | Josh Kanter, leafplannerWhat if your family had an owner’s manual?In the latest episode of The WealthTech Podcast, we sit down with Josh Kanter—family wealth executive turned fintech founder of leafplanner—to explore the personal story that inspired him to build a tool that helps families preserve and share critical knowledge across generations.Josh shares:✅ Why information—not just data—is the missing piece in wealth transfer✅ How leafplanner helps families prepare for succession, not just react to it✅ What advisors need to know about delivering true “family office services”✅ The role of tr...
2025-08-2037 min
The Easemakers PodcastCreating continuity, preserving legacy, and planning for the future with Leafplanner Founder & CEO Josh KanterIn every family office, turnover is inevitable. So how do you plan for the future and ensure information doesn't get lost over time? In this episode of the Easemakers Podcast, Josh Kanter shares how his own family's story shaped his approach to helping family offices navigate transitions and preserve their legacies. Tune in to hear why his own experience led him to build leafplanner, his take on why it's critical to document the knowledge of everyone involved in the family ecosystem, and his tips for anyone who wants to help an organization preserve their legacy fo...
2025-06-2436 min
Superclusters - The Emerging LP PodcastInside the 100-Year Family Office | Josh Kanter | Superclusters | S5E8“The more you can create that context in the family owner's manual, the more important it is and the more it is NOT the ‘in-case-of-emergency’ file. Because the in-case-of-emergency file is going to say I’m an LP in Fund VII from so-and-so and my withdrawal rights are such and such. Or here’s the document. You go figure out what my withdrawal rights are, if I have any.” The owner's manual teaches future generations what to prioritize and why. – Josh KanterJosh Kanter is the family office principal at Josh Kanter Wealth Advisory Services. He is also the found...
2025-06-091h 03
Insightful Investor#60 - Josh Kanter: Legacy Building, Family Owner’s ManualJosh is the Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Drawing on his nearly 25 years of experience managing his family's single-family office, Josh shares insights on legacy building, creating a family "owner's manual," and illuminating common pitfalls wealthy families face when raising children.
2025-03-0454 min
Top Advisor Podcast#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JDIn today’s episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kanter, JD, a family office executive, advisor, and founder of leafplanner. We explore the groundbreaking “100-Year Family” concept, emphasizing the importance of maintaining family legacy and wealth across generations. Josh shares invaluable insights on … Continue reading #81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD →
2025-01-2236 min
The Inside EdgeOnward: Family Office 101, The Ins and Outs with Josh KanterKaren Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.
2024-09-1220 min
Family Office PrincipalsThe Benefit of the Family Voice in Family Office LeadershipIn this episode of Family Office Principals, we're joined by Josh Kanter, Founder & CEO at Leafplanner and Principal at Josh Kanter Wealth Advisory Services. Listen in as Josh discusses his professional and family background, the legal tax journey to restore his father's legacy, Leafplanner's origin story, and the importance of holistic planning and clear communication across the family office. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com
2024-08-0251 min
Who We RememberJosh KanterWe ask each of our guests a simple yet profound question: "Whose life story from your own family would you most want to have documented on film?"Today's guest: Josh Kanter, founder of leafplanner, lawyer, family office executive, advisor to other multi-generational familiesJosh's pick: His father Burt KanterSound Bites- "The profound influence of a father's legacy on the life of his son."- "The impact of a relentless pursuit by the IRS on a family and their relationships."...
2024-07-1644 min
Savage to SageCrafting a Company That Outlives Its Founder with Josh Kanter In this episode of Savage to Sage, host Daniel Fuller welcomes Josh Kanter, the entrepreneur behind Leaf Planner, for a deep dive into succession planning and the legacy of entrepreneurship. They explore the intergenerational challenges and opportunities faced by family-owned businesses, Kanter's personal commitment to building a mission-driven company, and the vital balance between personal identity and business sustainability. Listeners will gain insight into Kanter's sage wisdom on nurturing a business that not only thrives economically but also creates a lasting impact. Key Topics00:00 - Overseeing family office, advising on legacy.05:07 - Left job to navigate...
2024-01-3142 min
Business Transition Roadmap with Elizabeth LedouxPreparing Heirs & Optimizing Your Family's Impact, w/ Josh Kanter, CEO of leafplannerIn 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 pr...
2024-01-1836 min
Design Your Legacy - Life LessonsThe Legacy Manual For Families of Wealth with Josh Kanter, Esq.Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - One-hundred-year families, as well as new wealth creators, often procrastinate their holistic legacy planning because they don’t know where to start. And starting to fill in the foundational pieces can be a challenge when you have your head down focused solely on your business in your time and energy. So ... how can begin to map out your purse of knowledge and leverage a family office perspective? Is this even possible when you don’t even know the ques...
2023-10-2154 min
FOXcastCreating an Owner’s Manual for the Family Enterprise with Josh KanterThis week, I’m speaking with Josh Kanter, Principal at Josh Kanter Wealth Advisory Services and Founder of leafplanner. Over the past 20 years, Josh has been an “owner-operator”, leading his family’s family office and consulting with other families. He is a long-time FOX member and an active and valued contributor to the FOX community – especially by generously and frequently sharing his knowledge, connections, and insights with his fellow FOX members on our popular member-only peer-chat application, FOXChat. Josh starts by sharing the very personal story of how he came into his current leadership role within his family ent...
2023-09-0833 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 2 | A Guided Legacy featuring Josh KanterWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode "A Guided Legacy" Shana is joined by Josh Kanter, Founder and CEO of Leafplanner to talk about something a little different, how a legacy planning tool like Leafplanner can help advisors deepen their client relation...
2023-08-1446 min
Trusted Advisor Podcast SeriesThe Family Owner's Manual-What is It and How Can I Create One?Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information in a single-source manner, allowing a family to identify blind spots, take proactive and corrective actions, educate family members and advisors, and prepare a family for an effective, comprehensive, and efficient succession-of-information.
2023-07-2400 min
Beyond The Balance Sheet PodcastCreating a Family Owner's Manual With Josh KanterJosh Kanter, the founder of leafplanner, joins us today to discuss the importance of having a tool to collect, organize and map a family enterprise’s information in a single source. Wealthy families unprepared for the grantor's passing can be left in a problematic situation. The old 3-ring binder with information regarding banking and insurance policies doesn’t meet the needs of today’s affluent families. Josh’s unique system outlines what you didn’t know you needed to know. Tune in to learn about this valuable tool. IN THIS EPISODE: [01:53] Josh describes his f...
2023-05-1018 min