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.

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

Holiday Conversation Starters for Families: Navigating Legacy, Wealth, and Family Enterprises

The High Cost of Delaying Succession Planning: Why Your Family Legacy Is at Risk (and How to Fix It Now)

Understanding the Recent Legal Developments Surrounding the Corporate Transparency Act (CTA)

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

Family Office List MasterClass: Mastering Family Enterprise & Creating a Family Owner’s Manual

Preparing for a Wealth Transfer: A Comprehensive Checklist for High-Net-Worth Families

Navigating the Future of Family Wealth: 6 Essential Technology Solution Categories for Modern Family Offices