What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come. Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family’s highly intricate financial affairs.

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