leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots and educating family members and advisors, leafplanner facilitates a more seamless succession of information critical to the success of a family's legacy....read more
As a tool to identify blind spots, educate family members, and prepare for the worst, leafplanner came to be because of our Founder's personal story and journey.