Family Office President
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.
In 2001, with the death of his father imminent, Josh left private practice to take on 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.
For the past 20 years, as President of the family’s single-family office, Josh has been responsible for multi-generational, multi-branch communication, governance and education, family meeting design and facilitation, tax and estate planning, business and investment structuring, risk management, and all things family office related. Over the past 10 years Josh has also worked with a number of outside families on many of these same issues.
As a student of multi-generational families and family offices, Josh has been a member of FOX, Forge, the Center for Family Flourishing, and various other family office groups and he has been a frequent author and panelist on family and family office topics. Josh loves to share what he’s learned – and what he hasn’t – over the past 35 years with anyone who will listen.
Josh has designed a proprietary document management system for his family office that is now being used by other families, and he recently launched 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 is also a Director and Vice President of the Kanter Family Foundation and he has served on the boards of numerous for-profit companies and nonprofit organizations. 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.
We often think that a family office is for the ultra-wealthy multi-generational family business. Is that true? Who really can benefit from a family office? When should you consider a family office? Do you need an independent family office or …