What if your family had an owner’s manual?

In the latest episode of The WealthTech Podcast, we sit down with Josh Kanter—family wealth executive turned fintech founder of leafplanner—to explore the personal story that inspired him to build a tool that helps families preserve and share critical knowledge across generations.

Josh shares:
✅ Why information—not just data—is the missing piece in wealth transfer
✅ How leafplanner helps families prepare for succession, not just react to it
✅ What advisors need to know about delivering true “family office services”
✅ The role of transparency, complexity, and emotional intelligence in legacy planning

As always we end the podcast on a personal note with three questions that have nothing to do with wealthtech.

🎥 Watch on YouTube: https://youtu.be/4-qabV4ONUc

About Josh Kanter

Josh started his career in 1987 as a lawyer focusing on corporate and securities law, mergers and acquisitions, real estate, venture capital, private equity, bankruptcy, commercial lending, and more. 

Josh founded leafplanner, a digital document and information sharing platform designed to replicate the creation of his own family’s “owner’s manual,” a tool to identify, collect, organize and communicate information from the disparate parts of a family’s ecosystem in order to identify blind spots, share information, educate family members and advisors, and provide a more holistic succession of information for families. 

Josh received his J.D. from the University of Chicago in 1987. He earned a BA/BS in Economics (magna cum laude) and Political Science from Emory University in 1984.

About leafplanner

Humans aren’t as good as we think at identifying unknowns. leafplanner enables your family to get and stay organized, educate family members and advisors, and discover planning gaps that could influence your family’s desired impact, both financial and non-financial. Whatever your goals may be, taking a proactive approach presently and in the future is imperative to allow you to focus on what matters most. 

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.