Josh | Family Office Executive & leafplanner Founder

"leafplanner is a great tool, but more than that, it’s a gift from me to my wife, my kids, and my broader family. leafplanner is the gift to give to someone who truly has everything."


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Robert | Founder & CEO, Financial Services Firm

"Developing a leafplan is a remarkable experience! When I was first introduced to leafplanner, it resonated as a valuable tool to aggregate important information in a single location, available to family members and our advisory team."

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