Blog

Featured Article

Introducing the leafplanner Complexity Calculator

The correlation between wealth and complexity is not a simple, linear relationship—meaning every family is likely more complex than they assume or understand. Recognizing this, we developed the leafplanner Complexity Calculator, a streamlined tool designed to assess and illuminate the many dimensions of family complexity.

Succession, Strategy, and Structure: Lessons from Josh Kanter’s Family Office Journey

Josh Kanter on Documenting a Family Journey: A Conversation on the Family Office Success Podcast

leafplanner Named Finalist at the 2025 Family Wealth Report Awards

leafplanner Partners with Long Angle to Empower High-Net-Worth Families

Josh Kanter Joins Alex Shahidi on The Insightful Investor: Building a Family Owners Manual

How Easy It Is to Get Started with leafplatinum: Your Hands-Off Solution

Empowering Family Members Through Access to Information: A Path to Better Decision-Making

Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter

Introducing the leafplanner Complexity Calculator

Josh Kanter on Managing Generational Wealth: Insights from the Enclave Podcast