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September 12, 2024 20 mins

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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