leafplanner Recognized as Strategic Resource of the Year by The Heritage Institute

We are honored to share that leafplanner has been named Strategic Resource of the Year by The Heritage Institute at its annual Mastering Multigenerational Wealth Conference in Orlando, Florida.

This recognition highlights leafplanner’s unique role in helping families of wealth and their advisors bring clarity and organization to both the tangible details—the “what” and “where” of family information, assets, and structures—and the relational side of family wealth—family governance, dynamics, emotional intelligence, and the “how” and “why” behind decisions and structures.

Rod Zeeb, Founder & CEO of The Heritage Institute, shared:

“In working with families, we see firsthand how challenging it can be to keep track of all the moving parts. During a recent exercise with one of our clients, leafplanner turned what could have been a stressful ‘fire drill’ into a seamless process. Families—especially those with complex and detailed information—have found leafplanner invaluable. It’s a resource that truly makes a difference.”

Josh Kanter, Founder & CEO of leafplanner, added:

“Well, that was unexpected! I came to Orlando to connect with friends and colleagues at The Heritage Institute’s Mastering Multigenerational Wealth Conference. I was surprised and humbled to learn that leafplanner had been selected as the Strategic Resource of the Year.

What makes this recognition so meaningful is that leafplanner isn’t just about helping families track the tangible details—the ‘what’ and ‘where’ of assets, structures, and documents. It’s equally about surfacing the relational side: the family dynamics, governance, and the ‘how’ and ‘why’ behind decisions. We built leafplanner to bring these two worlds together in a way that empowers families, strengthens communication, and ensures their legacy is carried forward with clarity and intention.

I’m deeply grateful to Rod, Lori Coonen, Suzanne Attea, and the entire Heritage team for this honor.”

This award reflects the shared commitment of both organizations to empower families of wealth to thrive across generations.

About leafplanner

leafplanner is redefining how families of wealth and their advisors prepare for the future. With decades of expertise in wealth advisory and risk management, the platform provides families with tools to collect, organize, and map both the practical details of assets and structures as well as the human and relational aspects of family wealth. By identifying blind spots and streamlining succession-of-information, leafplanner enables families to be more educated, engaged, and empowered.

About The Heritage Institute

The Heritage Institute is dedicated to helping advisors and families achieve successful wealth transfer across generations by focusing not just on financial capital, but also on relational and human capital. Through education, training, and certification, The Heritage Institute equips professionals with the tools to guide families toward lasting legacies.

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Discover how leafplanner can benefit your family or clients by scheduling a demo today.