Listen "#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD"
Episode Synopsis
In today’s episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kanter, JD, a family office executive, advisor, and founder of leafplanner. We explore the groundbreaking “100-Year Family” concept, emphasizing the importance of maintaining family legacy and wealth across generations. Josh shares invaluable insights on … Continue reading #81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD →
More episodes of the podcast Top Advisor Podcast
#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
20/11/2025
#101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz
05/11/2025
#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
08/10/2025
#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
10/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.