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• Real examples of outdated trusts, missing documents, forgotten accounts, and uncovered risks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

🎙️ Episode 1 — Estate Planning: Beyond the Will

Welcome to the debut episode of Modern Legacy — the podcast helping families preserve wealth across generations.

In this episode, hosts Tyler Resh and Reza Zamani break down estate planning in the context of a modern family office. They go beyond the basics of wills and trusts to explore what true legacy planning requires: coordination, clarity, and long-term vision.

You’ll learn:

• Why estate planning isn’t just for the ultra-wealthy
• Common pitfalls that derail multigenerational wealth transfer
• How a modern family office approach integrates legal, tax, and investment strategies
• Why proactive planning gives your heirs more options and fewer burdens

Whether you're just getting started or rethinking your existing plan, this episode offers practical insights to turn financial success into lasting legacy.

🧠 Key takeaway: The earlier you start, the more flexibility your family retains for generations to come.

Learn more at https://www.steelpeakwealth.com and subscribe for future episodes on charitable giving, family governance, tax strategy, and more.