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Join us for an insightful MasterClass hosted by Danielle Patterson, CEO of Family Office List, as Josh Kanter shares his family story and how it guided him into the family office world. With over 22 years of experience, Josh will explore the concept of Family Enterprise Thinking and discuss the key aspects of building and managing a successful family office. Topics covered will include:
- The core functions of a family office
- The risks to the Family Enterprise
- The crucial role of Family Meetings
- The significance of creating a Family Owner’s Manual
- Josh’s journey developing the first Family Owner’s Manual for his family
- An introduction to leafplanner, a platform designed to help families create their own Family Owner’s Manual
- Family transparency, education, engagement, and empowerment
- Workflow and risk management
- Identifying blind spots and gaps in planning and thinking
- Preparing for efficient and comprehensive transitions and succession