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Industry Trends

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