leafplanner Featured in Forbes' 2025 Family Office Software Roundup

leafplanner Featured in Forbes’ 2025 Family Office Software & Technology Roundup

We are pleased to share that leafplanner was named in Forbes' 2025 Family Office Software & Technology Roundup, an annual industry report curated by Simple, recognizing the platforms shaping how high-net-worth families and family offices organize information, manage complexity, and ensure multi-generational continuity.

Each year, Simple evaluates the fast-evolving wealth-technology landscape. Inclusion is highly selective and reserved for platforms demonstrating exceptional rigor in data governance, implementation quality, usability, accuracy, and real-world impact across both private families and professional family-office teams.

leafplanner’s recognition reflects several important industry shifts affecting families, rising-generation members, and the offices that support them.

Governance, Organization, and Continuity Are Now Core Infrastructure

Simple highlights a growing challenge for wealthy families: increasing complexity driven by multi-entity structures, multi-advisor relationships, intricate estate plans, rising-generation involvement, and scattered information are now the norm.

leafplanner was recognized for providing a structured, comprehensive owner’s-manual approach that creates clarity and order across the entire family enterprise.

Accuracy and Clean Data Now Drive Vendor Credibility

The report notes a market shift away from dashboard-centric tools toward solutions that deliver clean, verifiable, operationally reliable information.

leafplanner stands out for its ability to centralize and structure critical information, map roles, responsibilities, and key-person risk, reduce dependency on individual staff or advisors, and ensure families have a single, accurate view of their world.

These outcomes matter equally to principals, rising-generation family members, and professional staff.

Rising-Generation Leaders Expect Intuitive, Transparent Technology

Next-generation family members increasingly expect tools that are intuitive, collaborative, and transparent.

Born inside a single family office and designed for multigenerational use, leafplanner aligns directly with this expectation, supporting education, visibility, and succession readiness across the family.

What This Recognition Means

This acknowledgment reinforces leafplanner’s position as the foundational system for families and family offices seeking clarity, governance, and operational readiness.

It also reflects a broader industry truth: wealth owners no longer want passive dashboards. They want structure, transparency, and a shared system that ensures nothing is lost, overlooked, or misunderstood as the family evolves.

Summary of the 2025 Roundup

Below is a distilled summary of the major themes, trends, and technology categories highlighted in the report.

Integration Becomes the #1 Priority

Family offices are no longer willing to tolerate brittle systems, manual reconciliation, or unstable feeds. They now expect auditable integrations, reliable private-markets data capture, and efficient workflows without email or spreadsheet gaps.

Accuracy > Analytics

The new KPI is verified accuracy, not feature count. Offices prioritize vendors who provide fully reconciled data and a genuine single source of truth.

AI Becomes Invisible Infrastructure

AI is valued only when it cleans and reconciles data, automates ingestion and tagging, reduces cycle time, and removes administrative burden. “AI for the sake of AI” is dismissed.

Implementation Is the Battleground

Real-world implementation, not polished demos, is now the differentiator. Offices want fast time-to-value, minimal lift on staff, and repeatable, proven use cases.

Hybrid Models Are Becoming Standard

Software alone is no longer enough. Families and offices increasingly want tech-enabled services, outsourced reconciliation, analyst-supported reporting, and data operations paired with technology. This shift favors providers that combine both software and services.

The 13 Core Technology Categories (2025)

The market continues to consolidate into clear categories including Data Consolidation & Wealth Reporting, Wealth Management Platforms, Portfolio Management Systems, Family-Office Accounting Systems, Data Aggregation & Warehousing, Tech-Enabled Outsourced Solutions, Operational & Governance Tools, Private Markets Data Systems, Fees Insights & Control Tools, Impact & Sustainability Software, Customized / Bespoke Solutions, Fund Management Software, and CRM / Collaboration Tools.

The recap: less fragmentation, deeper integrations, and cleaner data.

Signals of a Maturing Market

The report points to a market moving into institutional-grade expectations. Governance drives technology decisions, integration is now a compliance requirement, data governance is a differentiator, and open architectures and interoperability are the future.

Landscape Themes

Families and offices want fewer systems with better connections. Precision and clean plumbing beat more features. Private markets remain the hardest operational challenge with pain points including K-1s, capital calls, portal downloads, PDFs, and nonstandard reporting formats. User experience is now expected, even from non-technical principals, and outsourcing is accelerating as lean teams drive higher dependency on vendors for both tech and services.