Josh Kanter Wealth Advisory Services offers comprehensive wealth advisory services to individuals and families who are seeking to secure their financial future and create a lasting legacy. With decades of experience in legal, financial, and interpersonal affairs, Josh Kanter and his team provide personalized problem-solving and attention to detail. Their thorough five-step process begins with a discovery phase, determining the client's current situation and goals.

They also identify blind spots and offer customized planning options and solutions. Clients receive a personalized Owner's Manual to manage their key documents and contacts effectively. Josh Kanter Wealth Advisory Services also specializes in family engagement, preparation, and governance, ensuring that all family members are involved and receive age-appropriate financial education.

They facilitate family meetings and teach crucial communication skills for maintaining family unity. In addition, the firm offers services such as blind spot review and risk assessment, philanthropic consulting, business consulting, and customized consultation for specific legal, business, and philanthropic needs. Josh Kanter's personal experience in managing his own family's multigenerational wealth enables him to provide personal attention and expertise to each client.

He combines his legal knowledge, organizational skills, and interpersonal abilities to deliver thoughtful and deliberate advice in any situation