Blog

Thought Leadership

Featured Article

leafplanner Recognized as Strategic Resource of the Year by The Heritage Institute

We are honored to share that leafplanner has been named Strategic Resource of the Year by The Heritage Institute at its annual Mastering Multigenerational Wealth Conference.

Cybersecurity for Wealthy Families: The Risks Most Don’t See Until It’s Too Late

leafplanner to Attend the 2025 FOX Family Forum in Atlanta

leafplanner Recognized as Strategic Resource of the Year by The Heritage Institute

More Complex By the Decade: Why Wealthy Families Are Drowning in Data (and What to Do About It)

leafplanner at the Tenth Family Wealth Report Family Office FinTech Summit

leafplanner Mentioned in USA Today: How Families Can Protect Their Wealth During the Great Transfer

How Wealthy Families Are Using Technology in 2025: From Binders to Dashboards

Mastering Multigenerational Wealth: Why This Conference Matters for Families and Advisors

leafplanner Founder Josh Kanter to Speak at FORE Institute Annual Conference

The Silent Killer of Family Wealth: A Conversation with Josh Kanter of leafplanner