Our strategic partners

About leafplanner

leafplanner is charting new territory as it establishes itself at the intersection of WealthTech, professional services technology, and family office management to enable families of wealth to be better educated, engaged, empowered, and prepared. Having productized over three decades of wealth advisory and risk management expertise, leafplanner’s software platform enables clients to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information which, in turn, allows a family to identify blind spots, take proactive and corrective actions, resulting in an effective, comprehensive, and efficient succession and succession of information.