leafplanner is a resource for HNW families, UHNW families, and family offices to help identify, aggregate, and communicate all aspects of a family enterprise. Discover blind-spots you hadn’t considered, educate family members and advisors, and be prepared in case of emergency by bringing all of life’s complicated details together, all in one place. 

By sharing with and educating family and advisors, a working leafplan enables families to bring the deliberateness of a family office to their communication and decision-making. Prepare heirs, enhance communication among family members and advisors, or adjust strategies with integrated purpose to optimize your impact.