Onward: Family Office 101, The Ins and Outs with Josh Kanter

The Inside Edge
12/09/2024 20 min Temporada 1 Episodio 9
Onward: Family Office 101, The Ins and Outs with Josh Kanter

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Episode Synopsis

Karen Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.

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