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

leafplanner to Participate in the Mastering Multigenerational Wealth Conference

leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards

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

Knowledge is Power: A Tool for Women to Take Control Of Their Family's Affairs

FOXCast: Creating an Owner’s Manual for the Family Enterprise

Design Your Legacy: The Legacy Manual For Families of Wealth

Savage to Sage: Crafting a Company That Outlives Its Founder

Capital Club Podcast: What is a Family Owner’s Manual and Do I Need One?

Podcast: Preparing Heirs & Optimizing Your Family's Impact

Family Business Leadership Podcast: Utilizing a Family Office