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Industry Trends

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)

Nov 25, 2024

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Matt Bennetter

leafplanner at the Tenth Family Wealth Report Family Office FinTech Summit

leafplanner at the Tenth Family Wealth Report Family Office FinTech Summit

Nov 25, 2024

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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

Nov 25, 2024

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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

Nov 25, 2024

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leafplanner

leafplanner Founder Josh Kanter to Speak at FORE Institute Annual Conference

leafplanner Founder Josh Kanter to Speak at FORE Institute Annual Conference

Nov 25, 2024

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Matt Bennetter

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

Nov 25, 2024

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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

Nov 25, 2024

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leafplanner

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

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

Nov 25, 2024

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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

Nov 25, 2024

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Josh Kanter

Technology and the Family Office: Optimize Your Time

Technology and the Family Office: Optimize Your Time

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leafplanner