In private service, no two days are the same — and as time goes on, a role can change drastically. Beth Langley has worked with the same principals for two decades, and her role has continuously evolved over time. In this conversation, she shares her path from personal trainer to estate manager to fractional estate manager and remote personal assistant. Tune in to hear her tips for setting boundaries that set you up for success long-term, building long-lasting vendor relationships, and ...
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In private service, no two days are the same — and as time goes on, a role can change drastically. Beth Langley has worked with the same principals for two decades, and her role has continuously evolved over time. In this conversation, she shares her path from personal trainer to estate manager to fractional estate manager and remote personal assistant. Tune in to hear her tips for setting boundaries that set you up for success long-term, building long-lasting vendor relationships, and ...
Creating continuity, preserving legacy, and planning for the future with Leafplanner Founder & CEO Josh Kanter
The Easemakers Podcast
36 minutes
4 months ago
Creating continuity, preserving legacy, and planning for the future with Leafplanner Founder & CEO Josh Kanter
In every family office, turnover is inevitable. So how do you plan for the future and ensure information doesn't get lost over time? In this episode of the Easemakers Podcast, Josh Kanter shares how his own family's story shaped his approach to helping family offices navigate transitions and preserve their legacies. Tune in to hear why his own experience led him to build leafplanner, his take on why it's critical to document the knowledge of everyone involved in the family ecosyst...
The Easemakers Podcast
In private service, no two days are the same — and as time goes on, a role can change drastically. Beth Langley has worked with the same principals for two decades, and her role has continuously evolved over time. In this conversation, she shares her path from personal trainer to estate manager to fractional estate manager and remote personal assistant. Tune in to hear her tips for setting boundaries that set you up for success long-term, building long-lasting vendor relationships, and ...
