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 storyBarbara 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 storyIt 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.
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