News & Updates

Thought Leadership

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

by

leafplanner

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

Nov 25, 2024

by

leafplanner

leafplanner Named Finalist at the 2025 Wealth Management Industry Awards

by

leafplanner

leafplanner Named Finalist at the 2025 Wealth Management Industry Awards

Nov 25, 2024

by

leafplanner

leafplanner Wins Top Honors at 2025 Family Wealth Report Awards in Client Communications

by

leafplanner Wins Top Honors at 2025 Family Wealth Report Awards in Client Communications

Nov 25, 2024

by

leafplanner Named Finalist at the 2025 Family Wealth Report Awards

by

leafplanner

leafplanner Named Finalist at the 2025 Family Wealth Report Awards

Nov 25, 2024

by

leafplanner

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

by

leafplanner

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

Nov 25, 2024

by

leafplanner

Introducing the leafplanner Complexity Calculator

by

leafplanner

Introducing the leafplanner Complexity Calculator

Nov 25, 2024

by

leafplanner

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

by

leafplanner

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

Nov 25, 2024

by

leafplanner

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

by

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

Nov 25, 2024

by

leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security

by

leafplanner

leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security

Nov 25, 2024

by

leafplanner

Protecting Family Wealth: Key Considerations After Connelly v. United States

by

Matt Bennetter

Protecting Family Wealth: Key Considerations After Connelly v. United States

Nov 25, 2024

by

Matt Bennetter

leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards

by

leafplanner

leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards

Nov 25, 2024

by

leafplanner

leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards

by

leafplanner

leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards

Nov 25, 2024

by

leafplanner

Savage to Sage: Crafting a Company That Outlives Its Founder

by

leafplanner

Savage to Sage: Crafting a Company That Outlives Its Founder

Nov 25, 2024

by

leafplanner

leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning

by

leafplanner

leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning

Nov 25, 2024

by

leafplanner

leafplanner Wins 2023 Family Wealth Report Award

by

leafplanner

leafplanner Wins 2023 Family Wealth Report Award

Nov 25, 2024

by

leafplanner

leafplanner Featured In Crain Currency's Peer-to-Peer Insights

by

leafplanner

leafplanner Featured In Crain Currency's Peer-to-Peer Insights

Nov 25, 2024

by

leafplanner

Advisor Spotlight: Q. Wade Billings

by

Advisor Spotlight: Q. Wade Billings

Nov 25, 2024

by

leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors

by

leafplanner

leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors

Nov 25, 2024

by

leafplanner

Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023

by

Josh Kanter

Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023

Nov 25, 2024

by

Josh Kanter

leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors

by

leafplanner

leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors

Nov 25, 2024

by

leafplanner

Alerts Have Arrived

by

leafplanner

Alerts Have Arrived

Nov 25, 2024

by

leafplanner

Advisor Spotlight: Steve Martino

by

leafplanner

Advisor Spotlight: Steve Martino

Nov 25, 2024

by

leafplanner

Advisor Spotlight: Jeffrey Stowell

by

leafplanner

Advisor Spotlight: Jeffrey Stowell

Nov 25, 2024

by

leafplanner

Advisor Spotlight: Jill Shipley

by

leafplanner

Advisor Spotlight: Jill Shipley

Nov 25, 2024

by

leafplanner

Advisor Spotlight: Paul Hinds

by

leafplanner

Advisor Spotlight: Paul Hinds

Nov 25, 2024

by

leafplanner

Advisor Spotlight: Robin Letchinger

by

leafplanner

Advisor Spotlight: Robin Letchinger

Nov 25, 2024

by

leafplanner

Family Wealth Report Awards 2022 Finalist

by

leafplanner

Family Wealth Report Awards 2022 Finalist

Nov 25, 2024

by

leafplanner

Ukraine Relief Recommendations

by

leafplanner

Ukraine Relief Recommendations

Nov 25, 2024

by

leafplanner