For 20 years, Josh has been responsible for all things family office related for his multi-generational, multi-branch family. He also consults with families on issues around family office design and family governance and education, and he recently launched Leaf Planner, a digital information-sharing platform designed to replicate his family’s “owner’s manual,” a tool to identify blind spots, collect, organize and communicate information to family members and advisors, and to provide a more holistic succession of information.

Key Highlights

[00:01 – 06:56] Opening Segment

• How Josh reorganized his family’s activities under the umbrella of a single-family office
• Introducing Leaf Planner
• A platform designed to replicate the family’s “owner’s manual”
• Holistic wealth management goes beyond just finding an investment manager

[06:57 – 13:36] Creating an Owner’s Manual for Your Family

• The challenge is not so much finding the right people
• The idea of an owner’s manual
• Identifying gaps in planning, and educating the next generation
• Excel sheets and Dropbox folders are not enough to truly integrate family wealth information

[13:37 – 20:24] Balance Sheets, Alternatives, and More!

• Checklists are used to ask families deliberate questions about their wealth
• The importance of having a comprehensive roadmap of hard data and financial data
• Why the head of household should know how to access cell phones and computer

[20:25 – 26:54] Prioritize Your Work in the World

• Think about what your family would need to know if you could never talk to them again
• Know the right questions to ask and who to bring in for help
• The owner’s manual helps with the succession of information and transfer of knowledge

[26:55 – 35:38] Closing Segment

• How technology is transforming succession planning
• The value of Information

Additional Links:

Leaf Planner: https://leafplanner.com/ 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/