leafplanner Finalist in The Family Wealth Report Awards 2022

leafplanner, servicing the North-American family office and family wealth industry, is proud and grateful to have been selected as a finalist in five categories at the Family Wealth Report Awards 2022 program.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America.

leafplanner was recognized as a Finalist in the following categories:

• Client Driven Innovation (B2C)
• Customer Facing Digital Platform
• Concierge/Specialist Firm
• Product Innovation (B2B)
• FinTech

Commenting on the announcement our CEO, Josh Kanter, said, "As a young company, we're excited to be recognized so early as a finalist in so many FWR categories. We believe we're providing an innovative and critical functionality to UHNW families, family offices and the organizations and advisors who serve those communities that they simply cannot find anywhere else."

As a young company, we're excited to be recognized so early as a finalist in so many FWR categories. We believe we're providing an innovative and critical functionality to UHNW families, family offices and the organizations and advisors who serve those communities that they simply cannot find anywhere else.

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest avoided, ensuring that these awards truly reflect excellence in family wealth management.”

These awards recognize the very best operators in the private client industry.

We want to congratulate all the winners doing amazing things in their respective fields and to thank Stephen and the rest of the ClearView Financial Media team for hosting a fantastic Awards Dinner and Gala Ceremony in New York City earlier this month.