Sign up to save your podcasts
Or
Share Modern Legacy: Getting Your Financial Matters in Order
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Modern Legacy: Getting Your Financial Matters in Order
Modern Legacy: Getting Your Financial Matters in Order
In this episode of Modern Legacy, we explore one of the most important steps every multi-generational family should take: getting their financial and personal affairs fully organized.
Clarity sits at the heart of every lasting legacy. Yet most families do not have a complete picture of where everything lives, who understands it, and how the next generation will carry it forward.
To unpack this challenge, Tyler sits down with:
• Josh Kanter, Founder of leafplanner
• Reza Imani, Founder and CEO of SteelPeak Wealth
Together, they discuss why traditional estate planning often falls short, how complexity grows across generations, and why families need a structured way to map everything that matters.
What You Will Learn
• Why organization is the foundation of multigenerational planning
• The real story behind Leaf Planner and how it was born from a family crisis
• How SteelPeak uses the Holistic Family Map to uncover blind spots and tighten planning
• Real examples of outdated trusts, missing documents, forgotten accounts, and uncovered risks
• How families can strengthen communication and reduce confusion
• Why technology and human guidance must work together
• How future generations will interact with their legacy through visualization, collaboration, and AI
About the Holistic Family Map
SteelPeak’s Holistic Family Map gives families a complete view of their financial architecture. It organizes assets, entities, trusts, insurance, documents, key relationships, and family history in a single, living picture. It helps advisors and families move from scattered information to intentional planning.
Who This Is For
• First generation wealth creators
• Multigenerational families
• Family business owners
• Trustees, beneficiaries, and rising generation members
• Anyone who wants to reduce complexity and create a thoughtful legacy
Start the Conversation
If you want to learn how SteelPeak can help you build your Holistic Family Map, visit:
steelpeakwealth.com/family-office-services
View all episodes
By SteelPeak WealthModern Legacy: Getting Your Financial Matters in Order
In this episode of Modern Legacy, we explore one of the most important steps every multi-generational family should take: getting their financial and personal affairs fully organized.
Clarity sits at the heart of every lasting legacy. Yet most families do not have a complete picture of where everything lives, who understands it, and how the next generation will carry it forward.
To unpack this challenge, Tyler sits down with:
• Josh Kanter, Founder of leafplanner
• Reza Imani, Founder and CEO of SteelPeak Wealth
Together, they discuss why traditional estate planning often falls short, how complexity grows across generations, and why families need a structured way to map everything that matters.
What You Will Learn
• Why organization is the foundation of multigenerational planning
• The real story behind Leaf Planner and how it was born from a family crisis
• How SteelPeak uses the Holistic Family Map to uncover blind spots and tighten planning
• Real examples of outdated trusts, missing documents, forgotten accounts, and uncovered risks
• How families can strengthen communication and reduce confusion
• Why technology and human guidance must work together
• How future generations will interact with their legacy through visualization, collaboration, and AI
About the Holistic Family Map
SteelPeak’s Holistic Family Map gives families a complete view of their financial architecture. It organizes assets, entities, trusts, insurance, documents, key relationships, and family history in a single, living picture. It helps advisors and families move from scattered information to intentional planning.
Who This Is For
• First generation wealth creators
• Multigenerational families
• Family business owners
• Trustees, beneficiaries, and rising generation members
• Anyone who wants to reduce complexity and create a thoughtful legacy
Start the Conversation
If you want to learn how SteelPeak can help you build your Holistic Family Map, visit:
steelpeakwealth.com/family-office-services