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leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security

leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security

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leafplanner

Mastering the Horizontal Wealth Transfer: Strategic Insights for Single Family Offices

Mastering the Horizontal Wealth Transfer: Strategic Insights for Single Family Offices

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Matt Bennetter

Protecting Family Wealth: Key Considerations After Connelly v. United States

Protecting Family Wealth: Key Considerations After Connelly v. United States

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Matt Bennetter

leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards

leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards

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leafplanner

leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards

leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards

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leafplanner

leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning

leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning

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leafplanner

Creating a Family Owner's Manual: Beyond the Balance Sheet Podcast

Creating a Family Owner's Manual: Beyond the Balance Sheet Podcast

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leafplanner

leafplanner Wins 2023 Family Wealth Report Award

leafplanner Wins 2023 Family Wealth Report Award

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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

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leafplanner

Advisor Spotlight: Q. Wade Billings

Advisor Spotlight: Q. Wade Billings

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leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors

leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors

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

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

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Josh Kanter

leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors

leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors

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leafplanner

Creating a Family Owner's Manual - Wealth of Wisdom Podcast

Creating a Family Owner's Manual - Wealth of Wisdom Podcast

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leafplanner

Alerts Have Arrived

Alerts Have Arrived

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leafplanner

Advisor Spotlight: Steve Martino

Advisor Spotlight: Steve Martino

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leafplanner

Advisor Spotlight: Jeffrey Stowell

Advisor Spotlight: Jeffrey Stowell

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leafplanner

Advisor Spotlight: Jill Shipley

Advisor Spotlight: Jill Shipley

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leafplanner

Advisor Spotlight: Paul Hinds

Advisor Spotlight: Paul Hinds

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leafplanner

Advisor Spotlight: Robin Letchinger

Advisor Spotlight: Robin Letchinger

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leafplanner

Family Wealth Report Awards 2022 Finalist

Family Wealth Report Awards 2022 Finalist

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leafplanner

Ukraine Relief Recommendations

Ukraine Relief Recommendations

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leafplanner