in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
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in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
EPISODE 32: The Family Owner's Manual: What is it and how can I create one?
Trusted Advisor Podcast Series
2 years ago
EPISODE 32: The Family Owner's Manual: What is it and how can I create one?
Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information in a single-source manner, allowing a family to identify blind spots, take proactive and corrective actions, educate family members and advisors, and prepare a family for an effective, comprehensive, and efficient succession-of-information.
Trusted Advisor Podcast Series
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
