Legacy Planning(c), A Resource Library
Turning A New Leaf ... A Legacy Interview with Josh Kanter, Esq.
One-hundred-year families, as well as new wealth creators, often procrastinate their holistic legacy planning because they don’t know where to start. And starting to fill in the foundational pieces can be a challenge when you have your head down focused solely on your business in your time and energy. So ... how can begin to map out your purse of knowledge and leverage a family office perspective? Is this even possible when you don’t even know the questions to ask?
In this week’s episode, Angelina Carleton sits down with attorney Josh Kanter, founder of Leaf Planner, a virtual family owner’s manual that offers a comprehensive remedy to your family’s organization, education, communication and decision-making. After 20 years of running a family office, Josh speaks into the opportunities for new engagement and conversations. Mr. Kanter also highlights the key questions to ask when it comes to developing more trust, communication and connection. Tune in and learn how you too can 'turn a new leaf', and have your most important data in one secure online space!
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Through Leafplanner and Josh Kanter Wealth Advisory Services, Mr. Kanter's goal is to share his experience, knowledge and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business and legal consulting services to his clients.
His passion is to think innovatively and strategically, and to use his education, training and experience in an integrated manner to solve complex problems and simplify complex systems in innovative ways that will benefit his clients.
His dedication to business, coupled with his creative outlook, has led him to successfully hold executive level roles in various Kanter family-affiliated investment and philanthropic entities.
After graduating from Emory University with a degree in Economics and Political Science, he continued his education at University of Chicago, where he earned a Doctor of Law degree in 1987.
Immediately following his schooling, he joined the prestigious law firm, Barack Ferrazzano, serving as an attorney in real estate, corporate, and securities law.
Following several years in the legal space, he decided to focus on his family business where he currently serves as President of Chicago Financial, Inc., a single family office overseeing a complex organization of trusts, investment and philanthropic entities for a multi-branch and multi-generational family. With experience in the areas including hedge fund investments, private equity, real estate, venture capital, and art, he continues to help direct these entities.
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There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning.
To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com
To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/
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Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com.
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