Empowering Firms, Focused on Families

leafplanner goes beyond aggregation and reporting by mapping not just what a family owns, but how they own it, who’s responsible, and how continuity is ensured–the “owner’s manual” for the family enterprise. It doesn’t replace reporting or portfolio tools; it complements them by providing the framework that gives financial data its context.

Families are looking for more than performance reports—they want clarity, continuity, and confidence across generations. leafplanner helps you deliver that by organizing complexity, mapping responsibilities, and planning for succession. The result: deeper trust, greater share of wallet, stronger referrals, and client relationships that endure through wealth transfer.

Firms can be up and running in days. Families often experience an immediate “aha” moment in the first session—realizing how much isn’t documented or mapped. That clarity sparks instant engagement and positions your firm as the trusted steward.

leafplanner delivers measurable ROI. Advisors save time, creating scalability. Families deepen trust, leading to more assets and referrals. Continuity planning ensures next-gen retention. And because replacing one lost UHNW client costs far more than our flat fee, the value is undeniable.

It strengthens collaboration. By clarifying structures, responsibilities, and roles, leafplanner gives every advisor, attorney, and accountant the same playbook. You’re not replacing partners, you’re making them (and yourself) more effective.