LEAFPLANNER

How do you manage your digital assets? We help you think about everything from crypto currency assets and brokerage information to streaming services... Our impact on our clients, and more importantly, our clients' impact on their families is why we do what we do. A lasting legacy and the enrichment that comes from it is one of the greatest gifts. Every client is different. Explore our client stories and you may find some similarities to your own family and learn how leaf planner can benefit you... A successful UHNW legacy plan is constantly evolving. leafplanner enables your family to manage a seamless succession of information by leveraging a holistic, family-office perspective to optimize your family's future.