This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In our latest episode of Onward, Karen Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office.
[dipl_divi_shortcode id=”40772″]ONWARD: Episode 7
