Managing family wealth and ensuring a lasting legacy requires thoughtful planning and the right tools. Join SFOG for an exclusive webinar featuring leafplanner, a cutting-edge solution designed to help families and family offices streamline complexity, manage risks, and prepare for the future.

What You’ll Learn:

• Family Enterprise Thinking. Explore how leafplanner fosters a comprehensive approach to managing family wealth by promoting ‘family enterprise thinking.”
• Family Office Administration. Learn how leafplanner empowers family offices to create dynamic processes throughout their day-to-day operations, incorporating task documentation, workflow management, and creating operational efficiencies.
• Blind Spot Identification. Discover how leafplanner helps families and family offices uncover hidden risks and opportunities to make proactive, informed decisions.
• Education, Engagement, and Empowerment. Understand how leafplanner equips families and family offices with tools to enhance education, strengthen engagement, and empower members across generations.
• Successions & Transitions. Understand how leafplanner ensures families and family offices plan for more efficient and seamless leadership transitions and successions.

leafplanner has been designed by family office experts to help you create a comprehensive “leafplan,” capturing the full picture of your family enterprise for efficient management and enduring impact.

If you have trouble registering please email Connect@SFOGevents.com.