The “Owner’s Manual” for Your Family’s Wealth | Josh Kanter, leafplanner

On this episode of ‪@TheWealthTechPodcast‬, host Mark Wickersham sits down with Josh Kanter, CEO and Founder of leafplanner, to explore how families can better organize, protect, and pass on their wealth.

Josh shares his personal journey from corporate law to running his family office, and how the challenges of managing complex, multigenerational wealth inspired him to create Leafplanner—a platform he describes as an “owner’s manual” for families. Together, they discuss:

✅ Why most families lack a complete picture of their assets, relationships, and succession plans
✅ How Leafplanner combines information aggregation, education, and workflow management
✅ Real-world examples of avoiding costly mistakes in wealth transfer
✅ Strategies for engaging and empowering the rising generation
✅ Where innovation (and AI) fits into the future of family wealth management
✅ Three Questions That Have Nothing to do with WealthTech

Whether you’re a family office executive, wealth advisor, or part of a multigenerational family, this conversation offers practical insights on preparing for transitions, reducing complexity, and building a legacy that lasts.

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🎧 Listen to the full podcast: https://www.buzzsprout.com/2392677/ep...

📢 Connect with Us:
🔗 Josh Kanter:   / joshua-kanter  
🔗 Mark Wickersham:   / markwickersham  

(Time Stamps)
00:00 Podcast & Guest Introduction
02:45 Josh' Unique Founder's Journey
07:41 Wher does leafplanner fit in
09:05 leafplanner's Ideal Client Profile
10:50 How wealth transfer can go sideways
15:15 How to prepare the next gen
20:49 Serving both B2C & B2B
24:05 Where do you see innovation
28:15 Post implmenetation best practices
33:00 Three questions that have nothing to do with wealthtech

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.

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