In this episode of Savage to Sage, host Daniel Fuller welcomes Josh Kanter, the entrepreneur behind Leaf Planner, for a deep dive into succession planning and the legacy of entrepreneurship. They explore the intergenerational challenges and opportunities faced by family-owned businesses, Kanter's personal commitment to building a mission-driven company, and the vital balance between personal identity and business sustainability. Listeners will gain insight into Kanter's sage wisdom on nurturing a business that not only thrives economically but also creates a lasting impact.

Key Topics

• 00:00 - Overseeing family office, advising on legacy.
• 05:07 - Left job to navigate through family challenges.
• 08:03 - Navigating complicated legalities in the wake of father’s passing.
• 12:00 - Creating Leaf Planner for helping families.
• 16:45 - Handling unexpected loss and managing complicated affairs.
• 20:47 - Providing financial planning solutions and navigating family inheritance discussions.
• 26:45 - Experience informs entrepreneurial approach.
• 31:20 - Building a mission-aligned, trusting team is crucial.
• 33:08 - Founder's ego balanced with team and family.
• 40:03 - Appreciate authenticity, challenges of entrepreneurship, belief in possibility.

Guest Bio

Josh Kanter is a Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. He is multifaceted professional who navigates the intricate world of family wealth with a deft hand and a focus on legacies that extend beyond mere finances. He thrives on providing personalized guidance to other families, drawing on his profound understanding of the multifaceted aspects of wealth management.

Leaf Planner

joshkanter.com

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