Five Years of Excellence: leafplanner Named 2026 Family Wealth Report Award Finalist
We are thrilled to share that leafplanner has once again been named a finalist at the prestigious 2026 Family Wealth Report Awards.
This recognition is especially meaningful as it marks our fifth consecutive year of being shortlisted by this esteemed industry benchmark. It also follows a landmark year for us in 2025, where leafplanner took home top honors.
Last year, leafplanner was proud to be named the winner in the Client Communications category at the 2025 Family Wealth Report Awards. This accolade underscored our commitment to redefining how families and their advisors engage, move beyond simple data storage, and foster deeper trust across generations.
Building on that momentum, we have continued to evolve our platform to ensure families have the "owners manual" they need for total clarity and continuity.
Our inclusion as a 2026 finalist reflects our team’s unwavering drive to innovate within the family office, wealthtech, and private wealth advisory communities. As a platform purpose-built to support multi-generational families in stewarding wealth, legacy, and information, we are proud to remain at the forefront of the firms shaping the future of our industry in this new era of digital transformation.
The winners will be announced at a black-tie gala on May 7, 2026, at The Mandarin Oriental in New York City. We look forward to joining fellow finalists and distinguished leaders to celebrate the advancements being made in private client services and family office excellence.
To our clients, partners, and team—thank you. Your continued trust and belief in our mission are the catalysts for our success. We remain dedicated to empowering families with the tools, education, and structure they need to achieve clarity and continuity across generations.
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To learn more about our platform or to schedule a personal introduction, please reach out here.
For additional information about the Family Wealth Report Awards and to view the full list of 2026 finalists, please find more information here.
