Episode
WCI #475: Do Physicians Need a Family Office?
- Podcast
- White Coat Investor Podcast
- Published
- Jun 11, 2026
- Duration seconds
- 3810
- Processing state
not_requested
Actions
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Summary
What is a family office, and do physicians actually need one? In this episode of the White Coat Investor Podcast, we speak with Josh Kanter about the concept of family offices, the story of Burton W. Kanter, and how high-income professionals can think about organizing, managing, and communicating wealth. We also discuss tools like LeafPlanner, approaches to teaching children about family finances, and whether a formal family office structure makes sense for physicians. This episode explores the intersection of wealth management, legacy planning, and family communication. LeafPlanner's Complexity Calculator: https://leafplanner.com/complexity-calculator Artwork in background by George Nick, from the collection of Art Enterprises, Ltd. Locumstory.com is a free, unbiased educational resource about locum tenens – it's not a staffing agency. They help answer your questions about the how-to's of locum tenens work on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Locumstory.com is where you should go to find out if locums makes sense for you and your career goals. Locumstory is unique because it's more of a peer-to-peer platform, with real physicians sharing their experiences and stories – both the good and bad – about working locum tenens – hence the name, "Locum-story." See for yourself on their self-service platform with no obligation . The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians,…