In this engaging discussion, Josh Kanter, Founder and CEO of Leaf Planner, combines nearly 25 years of family office expertise with personal anecdotes. He dives into the importance of creating a family owner’s manual, emphasizing how clear communication is crucial for multigenerational wealth management. Josh also highlights the challenges wealthy families face, including navigating family dynamics and ensuring continuity. With insights on customizing privacy in wealth management, he offers practical advice on building sustainable legacies that prioritize values over mere financial capital.