Introducing Leafplanner: Revolutionizing Legacy and Enterprise Management for Families of Wealth

We’re excited to introduce leafplanner, a groundbreaking software platform founded by Josh Kanter to help families of wealth manage their legacies and enterprises. Born from Josh’s own experience navigating the complexities of his family’s multi-generational wealth, leafplanner consolidates financial, legal, and relational information that is often disparate and held among various individuals and systems into a unified, accessible leafplan.

Josh’s Story: From Challenge to Solution

After his family’s patriarch passed away, Josh faced the daunting task of organizing complex structures, assets, documents, and information with no single source of truth available to educate and inform multiple family members and branches. This led to the creation of leafplanner, a platform that brings together key family information—financial, legal, and more—into one seamless resource, simplifying information sharing, life management, and succession planning.

Why leafplanner Matters

• Holistic Family Management: A comprehensive view of the family’s financial, legal, and other information, bringing together not only the what and where, or the IQ, but the how and why, or the EQ.
• Centralized Information: One source of truth across people and systems.
• Family Engagement: Prepares future generations to manage the family legacy.
• Workflow and Life Management: Identify blind spots and manage workflows to avoid costly mistakes.
• Seamless Succession: Educate and prepare for smooth transitions.

A Legacy Platform for the Future

Hundreds of families have already seen firsthand how leafplanner transforms the family office experience.

How Can leafplanner Help Your Family?

leafplanner offers more than just a tool—it’s a software platform to organize, educate, and empower your family members. By creating a comprehensive, dynamic map of your family’s wealth, structures, and purpose, leafplanner simplifies the complex tasks of education, empowerment, engagement, blind spot identification, workflow management, and transition planning for generations to come.

Stay tuned for our upcoming webinar, where Josh will dive deeper into the creation of leafplanner, the challenges it solves, and how it can be a critical platform for your family.

You can find more information and request a demo by contacting Info@SpotlightFamilyOffice.com.