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Posts tagged:
Technology & Innovation
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
Explore leafplanner at the 2024 FOX Technology Showcase
Explore leafplanner at the 2024 FOX Technology Showcase
For Advisors
Nov 25, 2024
by
Matt Bennetter
leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards
leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards
News & Updates
Nov 25, 2024
by
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
News & Updates
Nov 25, 2024
by
leafplanner
Knowledge is Power: A Tool for Women to Take Control Of Their Family's Affairs
Knowledge is Power: A Tool for Women to Take Control Of Their Family's Affairs
For Families
Nov 25, 2024
by
leafplanner
Savage to Sage: Crafting a Company That Outlives Its Founder
Savage to Sage: Crafting a Company That Outlives Its Founder
News & Updates
Nov 25, 2024
by
leafplanner
MyFOTech Podcast: Technology Solutions for the Modern Family Office
MyFOTech Podcast: Technology Solutions for the Modern Family Office
For Families
Nov 25, 2024
by
leafplanner
Ensuring Data Privacy and Compliance for Ultra-High Net Worth Families
Ensuring Data Privacy and Compliance for Ultra-High Net Worth Families
For Advisors
Nov 25, 2024
by
leafplanner
leafplanner Wins 2023 Family Wealth Report Award
leafplanner Wins 2023 Family Wealth Report Award
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Q. Wade Billings
Advisor Spotlight: Q. Wade Billings
News & Updates
Nov 25, 2024
by
leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors
leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors
News & Updates
Nov 25, 2024
by
leafplanner
Alerts Have Arrived
Alerts Have Arrived
News & Updates
Nov 25, 2024
by
leafplanner
Advisor Spotlight: Steve Martino
Advisor Spotlight: Steve Martino
News & Updates
Nov 25, 2024
by
leafplanner
Technology and the Family Office: Optimize Your Time
Technology and the Family Office: Optimize Your Time
by
leafplanner
Family Wealth Report Awards 2022 Finalist
Family Wealth Report Awards 2022 Finalist
News & Updates
Nov 25, 2024
by
leafplanner
