Director - Client Relations
Joshua Donner joined the family business in 2022 after establishing a successful career fundraising for the American Israel Public Affairs Committee (AIPAC) a bi-partisan foreign policy political organization where he met regularly with key stakeholders, organized leadership councils, and lobbied Senators and representatives.
With a background in organizational psychology and a proven track record in relationship building, strategic planning and business analytics, Josh oversees day-to-day operations and works directly with clients to facilitate the many facets of the exit planning process.
In 2019, Josh co-founded Six Months and a Day®, a proprietary audit-trail management platform that simplifies the domicile change process for high-net-worth families seeking to relocate from high-income tax states to no-income tax states.
Josh and lives in Weston, Florida and attended the University of Colorado at Boulder.