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.
Legacy Building & the Role of Family in Business Growth, w/ Danielle Scimeca
Navigating Purposeful Planning & Maximizing Impact, w/ John A. Warnick
From Startup to Succession: Wealth Planning for Entrepreneurs, w/ Nelisha Firestone
Kickstarting Your Business Transition, w/ Andrea Carpenter
Insights on Legacy Preservation & Wealth Transfer Strategies w/ Mark Richards
The Art of Pivoting: Alina Martin on Merging & Selling Businesses
How to Be Successful as a Successor CEO, w/ Kyle Recchia CEO of The Perfect Workout
Prioritizing People Over Profits: The Role of Trust in Business Succession Planning, w/ Caio Campello
The Greatest Wealth Transfer: Ensuring Success in Family Business Transition
From Oysters on a Cart to Seafood Empire: The Legacy of Seattle Fish Company, w/ James Iacino
The Power of Eliminating Options & Focusing on Less, w/ Jay Rollins
What Is It Like To Be A Business Transition Guide?
The Role Of Emotional Intelligence In Ensuring Successful Business Transitions
Wealth Transition Planning, with Brannon Fisher
Finding Freedom: How a Thoughtful Business Transition Changed Everything, w/ Tom Kirk
Tax Efficiency in Business Transitions: Strategies & Considerations w/ Eric Lake
The Importance of Planning Your Exit Strategy with Ned Minor
Insider Tips on Successful Succession Planning
A Journey of Business Succession & Professional Reinvention With Dawn Abbott
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