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We’re excited to share that leafplanner will be in New York on Thursday, October 9, 2025, for the Tenth Family Wealth Report Family Office FinTech Summit.
This premier event brings together family offices, wealth managers, and technology providers to explore the latest innovations shaping the future of wealth management. The summit is designed to address the unique challenges facing modern family offices, from digitization and efficiency to cybersecurity, data governance, and client experience.
Why We’re Attending
At leafplanner, our mission is to help ultra-high-net-worth families and family offices organize complexity, centralize critical information, and ensure continuity across generations. Events like this FinTech Summit provide the perfect forum to:
- Engage with peers and thought leaders shaping the future of family office operations.
- Explore emerging technologies and practical strategies that can streamline how families and advisors collaborate.
- Share how leafplanner’s secure digital platform empowers families to confidently manage planning, governance, and communication in one place.
Event Highlights
Keynotes & Panels: Industry leaders will discuss AI transformation, cybersecurity, ESG, and data governance.
Tech Demos: First-hand looks at new platforms designed to improve efficiency, automation, and reporting.
Networking: Opportunities to connect with family office executives, wealth managers, and solution providers.
Join Us in New York
📍 Date: Thursday, October 9, 2025
📍 Location: BNY, 88 Murray St., New York, NY 10007
📍 Time: 8:00 am – 6:00 pm EST
Click here to register for the Family Office FinTech Summit
Let’s Connect
If you’ll be attending, we’d love to meet you there. Reach out to us ahead of time to schedule a conversation, or simply stop by and say hello during the event.
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