As President of his family’s single-family office, Josh has been responsible for the multi-generational, multi-branch family’s 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. 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. For the past 10 years Josh has been delivering similar services to other families and has spent much of the past 20 years sharing what he has learned and helping families avoid reinventing the wheel. Josh designed a 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 resource that helps identify blind spots, share information, educates family members and advisors, and provides 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.