Two practitioners with over 20 years of collaboration—Josh Kanter, Founder of leafplanner and President of his family’s single-family office, and Jane Flanagan, Founder of Essential Connections Network and former Director of Family Office Advisory at Northern Trust—share what they’ve learned helping families prepare for succession and the next generation of leadership.
Drawing on recent research around CEO succession and engaging the Rising Generation, Josh and Jane bring complementary perspectives from decades spent guiding families through transition, governance, and education. Together, they’ll explore how organization, communication, and technology can help families identify blind spots, strengthen engagement, and improve long-term readiness.
This session will explore: · How to prepare the Rising Generation for stewardship and leadership roles · The most common blind spots in succession—and how to uncover them early · Practical ways to organize, document, and communicate family knowledge · How coaching and education build trust across generations · Real-world lessons and what families can do next