Building Your Family’s Owner’s Manual: Managing Assets, Investments, and Memories

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.

Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family’s highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.

Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters.

 

To get the latest from Josh Kanter, you can follow him below!

https://www.linkedin.com/in/joshua-kanter/

https://leafplanner.com

 

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Website: www.marciadawood.com

Do Good While Doing Well

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

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