Overview
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
Location
Virtual EventRegistration
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- Agenda
- Speakers
Josh Kanter, Founder of leafplanner, will share his own family and family office story and journey that led to the creation of leafplanner. Through a demo of the system and a discussion among the session’s participants, Josh hopes to demonstrate how leafplanner helps the family office deliver on its core promises to its family clients.
Presenters
Joshua S. Kanter
Founder, leafplanner, Inc., & President, Chicago Financial, Inc.
In 2001, with the death of his father imminent, Josh left his law practice to assume the responsibility of reorganizing his family’s business, tax, and estate structures, building the systems and tools necessary to function as a single-family office, while maintaining family dialog and harmony among three generations with a wide diversity of education, financial and legal literacy, geography, age and needs. Over the past 20 years, Josh has led his family’s family office and consults with other families through Josh Kanter Wealth Advisory Services.
Josh is the Founder of leafplanner, Inc., a digital platform that creates a family “owner’s manual,” through the collection, organization and mapping of a family’s and family enterprise’s information in a single-source manner, allowing a family to identify blind spots, educate family members and advisors, and prepare a family for an effective, comprehensive, and efficient succession-of-information.
Josh received his J.D. from the University of Chicago. He has served on numerous for-profit and non-profit boards, is a member of the Collaboration for Family Flourishing, the Purposeful Planning Institute, various family office groups and has been a frequent author and panelist on family and family office topics.