Sign In
News & Updates
View All
For Advisors
News & Updates
For Families
leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology
News & Updates
Nov 25, 2024
by
leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology
News & Updates
Nov 25, 2024
by
leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security
News & Updates
Nov 25, 2024
by
leafplanner
Protecting Family Wealth: Key Considerations After Connelly v. United States
News & Updates
Nov 25, 2024
by
Matt Bennetter
Protecting Family Wealth: Key Considerations After Connelly v. United States
News & Updates
Nov 25, 2024
by
Matt Bennetter
leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards
News & Updates
Nov 25, 2024
by
leafplanner
Savage to Sage: Crafting a Company That Outlives Its Founder
News & Updates
Nov 25, 2024
by
leafplanner
Savage to Sage: Crafting a Company That Outlives Its Founder
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Wins 2023 Family Wealth Report Award
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Wins 2023 Family Wealth Report Award
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Featured In Crain Currency's Peer-to-Peer Insights
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Featured In Crain Currency's Peer-to-Peer Insights
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Q. Wade Billings
News & Updates
Nov 25, 2024
by
Advisor Spotlight: Q. Wade Billings
News & Updates
Nov 25, 2024
by
leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors
News & Updates
Nov 25, 2024
by
leafplanner
Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023
News & Updates
Nov 25, 2024
by
Josh Kanter
Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023
News & Updates
Nov 25, 2024
by
Josh Kanter
leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors
News & Updates
Nov 25, 2024
by
leafplanner
leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors
News & Updates
Nov 25, 2024
by
leafplanner
Alerts Have Arrived
News & Updates
Nov 25, 2024
by
leafplanner
Alerts Have Arrived
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Steve Martino
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Steve Martino
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Jeffrey Stowell
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Jeffrey Stowell
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Jill Shipley
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Jill Shipley
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Paul Hinds
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Paul Hinds
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Robin Letchinger
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Robin Letchinger
News & Updates
Nov 25, 2024
by
leafplanner
Family Wealth Report Awards 2022 Finalist
News & Updates
Nov 25, 2024
by
leafplanner
Family Wealth Report Awards 2022 Finalist
News & Updates
Nov 25, 2024
by
leafplanner
Ukraine Relief Recommendations
News & Updates
Nov 25, 2024
by
leafplanner
Ukraine Relief Recommendations
News & Updates
Nov 25, 2024
by
leafplanner
Stay Up-to-date
Join Our Newsletter
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.