In every family office, turnover is inevitable. So how do you plan for the future and ensure information doesn't get lost over time?
In this episode of the Easemakers Podcast, Josh Kanter shares how his own family's story shaped his approach to helping family offices navigate transitions and preserve their legacies.
Tune in to hear why his own experience led him to build leafplanner, his take on why it's critical to document the knowledge of everyone involved in the family ecosystem, and his tips for anyone who wants to help an organization preserve their legacy for generations to come.
Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!
The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.
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