The 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 questions to ask? In this week’s episode, Angelina Carleton sits down with attorney Josh Kanter, founder of Leaf Planner, a virtual family owner’s manual that offers a comprehensive remedy to your family’s organization, education, communication and decision-making. After 20 years of running a family office, Josh speaks into the opportunities for new engagement and conversations. Mr. Kanter also highlights the key questions to ask when it comes to developing more trust, communication and connection. Tune in and learn how you too can 'turn a new leaf', and have your most important data in one secure online space! - Through Leafplanner and Josh Kanter Wealth Advisory Services, Mr. Kanter's goal is to share his experience, knowledge and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business and legal consulting services to his clients. After graduating from Emory University with a degree in Economics and Political Science, he continued his education at University of Chicago, where he earned a Doctor of Law degree in 1987. Following his schooling, he joined the prestigious law firm, Barack Ferrazzano, serving as an attorney in real estate, corporate, and securities law. Following several years in the legal space, he decided to focus on his family business where he currently serves as President of Chicago Financial, Inc., a single family office overseeing a complex organization of trusts, investment and philanthropic entities for a multi-branch and multi-generational family. With experience in the areas including hedge fund investments, private equity, real estate, venture capital, and art, he continues to help direct these entities. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.