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Industry Trends

Document Retention Best Practices: Why Consistency Is the Hardest, and Most Important Part

Document Retention Best Practices: Why Consistency Is the Hardest, and Most Important Part

Thought Leadership
Aug 21, 2025
by 
leafplanner

Big Win for Privacy: Federal Court Vacates FinCEN Real Estate Reporting Rule

Big Win for Privacy: Federal Court Vacates FinCEN Real Estate Reporting Rule

News & Updates
Nov 25, 2024
by 
leafplanner

The latest JP Morgan Family Office research report is out: Why you should pay attention even if you don’t run a family office

The latest JP Morgan Family Office research report is out: Why you should pay attention even if you don’t run a family office

Thought Leadership
Aug 21, 2025
by 
leafplanner

High Tech, High Touch: How leafplanner Operationalizes Governance while Preserving the Family’s Unique Identity

High Tech, High Touch: How leafplanner Operationalizes Governance while Preserving the Family’s Unique Identity

For Advisors
Nov 25, 2024
by 

Watch Now: Next Gen and Succession – Lessons and Tools from the Field

Watch Now: Next Gen and Succession – Lessons and Tools from the Field

For Families
Nov 25, 2024
by 
leafplanner

leafplanner Featured in Forbes' 2025 Family Office Software Roundup

leafplanner Featured in Forbes' 2025 Family Office Software Roundup

News & Updates
Nov 25, 2024
by 

Cybersecurity for Wealthy Families: The Risks Most Don’t See Until It’s Too Late

Cybersecurity for Wealthy Families: The Risks Most Don’t See Until It’s Too Late

For Families
Nov 25, 2024
by 
leafplanner

More Complex By the Decade: Why Wealthy Families Are Drowning in Data (and What to Do About It)

More Complex By the Decade: Why Wealthy Families Are Drowning in Data (and What to Do About It)

For Families
Nov 25, 2024
by 
Matt Bennetter

leafplanner at the Tenth Family Wealth Report Family Office FinTech Summit

leafplanner at the Tenth Family Wealth Report Family Office FinTech Summit

For Families
Nov 25, 2024
by 
leafplanner

leafplanner Mentioned in USA Today: How Families Can Protect Their Wealth During the Great Transfer

leafplanner Mentioned in USA Today: How Families Can Protect Their Wealth During the Great Transfer

For Families
Nov 25, 2024
by 
Matt Bennetter

How Wealthy Families Are Using Technology in 2025: From Binders to Dashboards

How Wealthy Families Are Using Technology in 2025: From Binders to Dashboards

For Families
Nov 25, 2024
by 
leafplanner

leafplanner Founder Josh Kanter to Speak at FORE Institute Annual Conference

leafplanner Founder Josh Kanter to Speak at FORE Institute Annual Conference

For Families
Nov 25, 2024
by 
Matt Bennetter

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

News & Updates
Nov 25, 2024
by 

Navigating the Future of Family Wealth: 6 Essential Technology Solution Categories for Modern Family Offices

Navigating the Future of Family Wealth: 6 Essential Technology Solution Categories for Modern Family Offices

For Families
Nov 25, 2024
by 
leafplanner

leafplanner Featured In Crain Currency's Peer-to-Peer Insights

leafplanner Featured In Crain Currency's Peer-to-Peer Insights

News & Updates
Nov 25, 2024
by 
leafplanner

Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023

Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023

News & Updates
Nov 25, 2024
by 
Josh Kanter

Technology and the Family Office: Optimize Your Time

Technology and the Family Office: Optimize Your Time

by 
leafplanner