leafplanner Wins Top Honors at 2025 Family Wealth Report Awards in Client Communications
May 9, 2025 – New York, NY
leafplanner is proud to announce its recognition as the winner in the Client Communications category at the 2025 Family Wealth Report Awards, held last Thursday in New York City. This prestigious accolade underscores our commitment to redefining how families of wealth and their advisors engage, educate, and empower each other through meaningful communication and the thoughtful transfer of both information and intent.
As a platform that productizes over three decades of wealth advisory and risk management experience, leafplanner continues to pioneer a new category at the intersection of WealthTech, professional services, and family office enablement. Our latest award celebrates the platform’s unique ability to combine structured family information with EQ-forward, client-facing tools that foster deeper understanding, transparency, and trust across generations.
This year, leafplanner was honored to be named a finalist in three distinguished categories:
- Client Communications – Winner
- Client Facing Digital Platform - 2025 Finalist
- Concierge/Specialist Firm - 2025 Finalist
leafplanner was previously recognized in 2023 for Client Driven Innovation and in 2024 for Best Client-Facing Digital Platform (B2C).
"Winning in Client Communications is especially meaningful,” said leafplanner Founder and CEO, Josh Kanter. "We’ve always believed that clear, empathetic communication is at the heart of family continuity and preparedness. This recognition affirms our mission to help families and their advisors collaborate more intentionally and effectively—across both the critical information they need to manage and the personal context that gives that information meaning."
The Family Wealth Report Awards showcase the very best in North American family office and wealth management, recognizing firms and individuals that demonstrate innovation, thought leadership, and exceptional client service. An independent panel of judges drawn from family offices, private banks, and trusted advisory firms selected winners across multiple categories.
To learn more about our platform and how leafplanner is helping families of wealth identify blind spots, take corrective action, and build lasting legacies, contact us via leafplanner.com/contact.
About leafplanner
leafplanner is the premier platform empowering families of wealth and their advisors to collect, organize, and make sense of everything from financial details and legal documents to personal values, relationships, and family dynamics — all through a family office lens. Our relational tools and educational resources enable effective communication, blind spot identification, life management, and the seamless succession of information and intent.
