Client Stories

New Family Office Executive | Single Family Office

leafplanner significantly boosted the family office's efficiency and productivity by providing a structured approach to managing complex estate information. It eliminated the previously daunting task of navigating unorganized files, enabling staff to quickly access specific information without getting lost in details.

Read their story
Barbara | Wealth Advisor Veteran

Barbara quickly saw the value of leafplanner and the contextual advantage it can offer not only HNW families such as her clients but also industry veterans such as herself and her family. 

Read their story
Harry | Chairman, Real Estate Company

It became immediately clear, as we began the process of gathering information, that Harry was, in fact, extremely organized. However, that organization lived in Harry’s own head, files, and computer in a way that only Harry truly understood.

Read their story
No case studies found.
Ready to get started?

Learn How leafplanner Can Help Prepare You & Your Family

Request a Demo