leafplanner, a leading wealth management industry participant servicing the North-American family office and family wealth industry, has been selected as a winner in the ‘Customer Facing Digital Platform’ category at the Eleventh Annual Family Wealth Report Awards 2024 program.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
leafplanner was awarded category winner for their innovation in creating a new SaaS solution that supports families to professionalize their succession planning and internal communication workflows. This is the second win for leafplanner at the Family Wealth Report Awards also winning in the Client Driven Innovation (B2C) category in 2023.
leafplanner was also a finalist in the Concierge/Specialist Firm.
Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year.
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all winners and highly commended companies, "Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. "We have seen a marked increase in entrants and interest in all our global awards programmes and Family Wealth Report is no exception. "These awards are so beneficial as they give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers.I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the elite list of wealth management professionals who form global elite of Family Wealth Report Award winners."
