[Easemakers Podcast E89] Creating continuity, preserving legacy, and planning for the future
In every family office, turnover is inevitable. So how do you plan for the future and ensure information doesn't get lost over time? In this episode of the Easemakers Podcast, Josh Kanter shares how his own family's story shaped his approach to helping family offices navigate transitions and preserve their legacies.
In conversations around family office turnover, Josh Kanter points to Bhuddist wisdom: “pain is inevitable, suffering is optional.” While it’s impossible to eliminate the pain of losing a family member, it is possible to make that time of loss easier on the family.
Josh knows this firsthand. When his father was diagnosed with cancer, Josh immediately joined his family’s family office and spent 18 months shadowing his father. Even still, he felt underprepared to navigate the transition — and if he felt that way, what did that mean for other families who didn’t have the time he’d had to prepare?
Today, Josh helps other families as an advisor and as the Founder & CEO of leafplanner, a platform that centralizes and facilitates legacy planning, estate administration and family communication.
In a new episode of the Easemakers Podcast, Josh shares how his own family’s experience shaped his approach to helping family offices navigate transitions and preserve their legacies.
Tune in to hear:
- Why it’s important to document the knowledge of everyone in the family ecosystem — from the patriarch to the property manager
- How to navigate difficult conversations around key man risk
- Tips for anyone who wants to help an organization preserve their legacy for generations to come
The Easemakers Podcast is available on Apple Podcasts, Spotify, and anywhere you listen to your favorite shows.
Catch up on past episodes of the Easemakers Podcast to hear from more experts in the private service industry, and don’t forget to subscribe on Apple Podcasts to get notified about future episodes. Follow along with @easemakers on social media, and of course, be sure to join the conversation in the Easemakers community after you listen!
The Easemakers Podcast is presented by Nines, the household management software solution built for high net worth households, family offices and the private service professionals who support them. Questions about household staffing, luxury home management, or how to create a better workflow for everyone on your team? Start a conversation today.