A recent CNBC headline puts it bluntly: “Wealthy Inheritors Plan to Fire Their Parents’ Wealth Advisors.” While this may sound like breaking news, for those paying close attention, it's anything but new.
The data, this time from Capgemini, reaffirms a long-simmering concern in the wealth management industry: the next generation is disengaged, and too many advisors are unprepared. In fact, the vast majority of heirs switch advisors after inheriting wealth. This isn’t simply a generational rebellion, it’s a reflection of unmet expectations.
Next-generation clients want more than investment advice. They seek relevance, personalization, and proactive guidance that reflects their values, lifestyle, and future goals. They want conversations that extend beyond portfolios, conversations that include impact, governance, education, family dynamics, and purpose. They want clarity, not complexity. And they want their advisors to help prepare, not just their financial plans, but their families for what’s to come.
This is where traditional advisory models fall short. Asset management alone is no longer enough.
leafplanner was designed with this exact challenge in mind.
Born from a single family office and refined to serve advisors and families alike, leafplanner isn’t just a tool, it’s a philosophy. It acknowledges that the actual value an advisor brings today goes far beyond returns. It lies in relationships, relevance, and readiness.
Through a dynamic, customizable platform and a white-glove client experience, leafplanner helps families and their advisors organize, communicate, and future-proof their legacy. We provide a centralized, living repository of a family’s financial and human capital, what we call a leafplan. This becomes a shared, accessible “owner’s manual” that evolves alongside the family, facilitating continuity, clarity, and confidence across generations.
But it’s more than just a system of record.
In partnership with the advisor, leafplanner creates a rich, family-facing map of everything a family does:
- What they do
- How they do it
- Where it happens
- Who is involved
- And most importantly, why
And critically, leafplanner doesn’t just document complexity, it helps manage it. Through dedicated workflow and task management functionality, along with both system-generated and custom alerts, families and advisors can stay ahead of deadlines, responsibilities, and transitions. Whether it's ensuring follow-through on governance decisions, coordinating family education efforts, or tracking estate planning updates, leafplanner empowers advisors to turn insight into action, proactively, consistently, and collaboratively.
This map weaves together the quantitative (IQ) and the qualitative (EQ), capturing not just balance sheets and legal structures, but also history, intent, and context. The result is a more informed family, a more trusted advisor, and a more enduring relationship between the two.
As the largest wealth transfer in history unfolds, families need help navigating not just their assets but also their responsibilities. Advisors who rise to this occasion, who engage with empathy, who embrace transparency, who bring tools like leafplanner into their practice, are the ones who will stay relevant to the rising generation.
The future of advising is relational, not transactional.
leafplanner is here to help you make that shift.
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