Preparing Heirs & Optimizing Your Family’s Impact

Preparing Heirs & Optimizing Your Family's Impact

Episode Description: In this episode, host Elizabeth Ledoux is joined by Josh Kanter, CEO and founder of leafplanner, a wealth advisory company that enables families to apply a family office perspective to optimize their impact. Tap or click the play button below to listen to: Preparing Heirs & Optimizing Your Family’s Impact with Josh Kanter, […]