leafplanner Named Finalist at the 2025 Family Wealth Report Awards
We are honored to share that leafplanner has once again been named a finalist at the prestigious 2025 Family Wealth Report Awards—marking our fourth consecutive year of recognition by this esteemed industry benchmark.
This continued acknowledgment reflects our unwavering commitment to innovation, intentional design, and meaningful impact 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 be counted among the forward-thinking firms shaping the future of our industry.
The winners will be announced at a black-tie gala on May 8, 2025, at The Mandarin Oriental in New York City. We look forward to joining fellow finalists and distinguished leaders in celebrating the advancements being made in private client services, technology, and family office excellence.
To our clients, partners, and team—thank you for your continued trust, collaboration, and belief in our mission. We remain dedicated to empowering families with the tools, education, and structure they need to achieve clarity, continuity, and confidence across generations.
To learn more about leafplanner 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 2025 finalists, please find more information, here.
