leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology
leafplanner was recently featured in Forbes, highlighting the spread of white-glove services for Family Offices. Our Founder and CEO, Josh Kanter, discussed how technology is revolutionizing the family office industry. He reflects on how managing his family’s wealth and navigating the complexities of a multi-generational family office led him to create leafplanner and the benefits of becoming more “tech-centric.”
“leafplanner acts as an overlay to existing financial software like Addepar, which tracks multiasset portfolio performance, or Arch, which organizes tax documents. leafplanner can guide family members through the process of getting answers to specific questions on everything from investment decisions to charitable giving.”
As the wealth management landscape evolves, family offices are leveraging technology to streamline operations and enhance communication across generations. Josh shares in Forbes how his family used to struggle with managing and organizing information across multiple generations. With Leafplanner, families can securely and efficiently access the information they need, ensuring younger generations are not only informed about the family’s wealth but also actively engaged in decisions related to investments, philanthropy, and legacy building.
About Forbes
Forbes is a leading global media company that covers business, finance, technology, and lifestyle. Their feature articles offer invaluable peer-to-peer insights and industry news, helping families, wealth managers, and entrepreneurs navigate the complex challenges of managing and preserving wealth across generations. Through their coverage of innovative platforms like leafplanner, Forbes highlights the growing importance of technology in shaping the future of family offices and wealth management strategies.
