Partner Webinar: The Role of the Family Owner's Manual in Building Multi-Generational Success

​Josh Kanter has led his family’s single family office for over 20 years, representing three generations and three branches of the family. In addition, Josh has worked with other families and family offices around the ideas of legacy planning, family governance and education, and family meeting facilitation.  Through his own personal experience, as well as that advising other families, Josh saw first hand the need for a central repository of information to help organize, educate & prepare future generations.  As Josh built his own personal owner's manual, the idea for leafplanner was born.   Join Josh to hear how family dynamics, family meetings and the family's owner manual (leafplanner) all come together to help ensure the successful transition of information within family systems, and the successful continuation of the family legacy. Josh will also share a high level demo of leafplanner in this session.