You've been driven, focused, and successful. Now it's time to make sure you and your family are set up to continue that success for generations to come.

And since that means something different for every family, personalized problem-solving is crucial to creating a lasting legacy. Drawing upon decades of experience overseeing complicated legal, financial, and interpersonal affairs, Josh Kanter Wealth Advisory Services can deliver the personal touch and attention to detail your family's future deserves.

Comprehensive Advisory Services

Our thorough five-step process takes a detailed look at your current situation, and equips you with important organizational, planning, and decision-making tools.

Discovery

Where are you now, and what do you want to accomplish?

Blind Spots

Because sometimes, you don't know what you don't know.

Planning

Options and potential solutions, customized to your needs and goals.

Owner's Manual

A personalized guide to managing key documents, accounts, contacts, and info.

Family Meetings

Structuring, facilitation, and moderation of challenging but critical conversations.

Á La Carte Consultation

From setting up a first-time family office to helping families with multigenerational wealth stay on track, we'll treat any aspect of managing or maintaining your wealth with the same careful, deliberate planning and personalized care.

Family Engagement, Preparation, & Governance
Keep family members involved and provide age-appropriate financial education.

Family Meeting Structure & Facilitation
Build the communication skills critical to keeping everybody on the same page.

Learning to Think Like a Family Office
Develop a level of deliberateness to how you make decisions and manage family affairs.

Multi-Generational & Legacy Planning
From setting up a family bank to larger philosophical questions of where your wealth can do the most good.

Blind Spot Review & Risk Assessment
Discover potential pitfalls, or stress-test your current estate plan to see what you’re missing.

Family Owner’s Manual
Make sure you're prepared for the unexpected by compiling critical information and resources.

Philanthropic Consulting
From setting up a foundation to forging the necessary connections to benefit a specific cause.

Business Consulting
Help family members achieve defined goals, or foster a general sense of entrepreneurship.

Customized Consultation

Complicated questions don't always fit into nice, neat buckets. From uber-specific family-office inquiries to more generalized legal, business, and philanthropic questions, truly customized legal and consulting services are available to suit nearly any case, family, or organization.

Personal Attention Built by Personal Experience.

Josh Kanter knows firsthand the challenges families face when it comes to managing multigenerational wealth. After the passing of his father, Josh took on the task of resolving his family's three-decade-long estate and income tax controversies, taking them all the way to the United States Supreme Court before reaching a successful adjudication. He also reorganized his family's business, tax, and estate structures, laying the necessary groundwork to function as a single-family office, while also keeping fifteen family members from multiple generations communicating harmoniously—perhaps the greatest challenge of all.

Throughout his legal, consulting, and philanthropic careers, Josh has used his education, training, and experience to solve complex problems and simplify complex systems. He combines decades of legal and organizational knowledge with the softer interpersonal skills so critical to managing family dynamics in the midst of challenging scenarios. He prides himself on providing thoughtful, personalized, and deliberate advice to every client, in any situation.

Building Wealth Is Just The Beginning.