Utilize leafplanner to share with and educate your family and advisors, enabling you to apply a family office perspective to your communication and decision-making.
Share and manage life's complicated details
Discover strategic blindspots
Include family members and advisors
Industry exceeding security standards
Additional Resources
To complement the chapter, "Creating a Family Owner’s Manual: Your guide to a more successful generational wealth transfer" in Wealth of Wisdom, here are some additional resources to help your and your family.
