leafplanner to Attend the 2025 FOX Family Forum in Atlanta

We’re looking forward to joining the 2025 FOX Family Forum, taking place October 20–22, 2025, in Atlanta, GA.

Hosted by the Family Office Exchange, this annual gathering brings together families, single family office executives, and industry leaders from around the world to discuss the evolving dynamics of family enterprise, legacy, and wealth stewardship.

This year’s forum will open with a Private Family Capital Investment Dinner on October 19, followed by two days of sessions reserved for family members and family office executives. The agenda will explore how families are adapting to rapid change, across governance, next-generation engagement, and the growing importance of technology and cybersecurity in family continuity planning.

At leafplanner, we’re excited to be part of this conversation. Our platform helps families and family offices build a structured, secure platform, one that connects the dots between their people, entities, documents, and responsibilities. As families take a closer look at risk, complexity, and succession, we believe organization and visibility are the foundation for better decisions and smoother transitions.

If you’ll be attending the FOX Family Forum, we’d love to connect in Atlanta.
You can find our team throughout the event and at the networking sessions on October 21–22.

📅 Event Details
FOX Family Forum 2025
Dates: October 20–22, 2025
Location: Atlanta, GA
Audience: FOX members, including family members, family office executives, and advisors.

We look forward to meaningful conversations with the FOX community about how families are preparing for the next generation of leadership, technology, and legacy.

Running a family enterprise, or managing significant wealth, can be great. However, it can also feel complex, stressful, and, at times, overwhelming.

Because if you’re the kind of family that’s managing multiple entities, investments, and advisors, everyone expects you to have all the answers. always.

And that’s okay. Navigating complexity is part of the role.

But what about the questions you don’t have an immediate answer for? For governance, you have your advisors. For investments, your wealth manager. For tech, your team.

This is where leafplanner comes in.

leafplanner is a secure, private platform built for families like yours. It’s designed to give you clarity, control, and continuity across every part of your family enterprise.

See if leafplanner is a fit for your family… Request a demo.

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