Insightful Investor cover image

#60 - Josh Kanter: Legacy Building, Family Owner’s Manual

Insightful Investor

CHAPTER

The Importance of Communication and Context in Family Wealth Management

This chapter explores the vital lessons learned in organizing a family office, focusing on the importance of communication and transparency among family members. It emphasizes the need for context in decision-making and ongoing dialogue to navigate the complexities of family wealth management.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner