SteelPeak Launches the Holistic Family Map

SteelPeak Unveils Latest Wealth Planning Offering Designed for Families 

LOS ANGELES, Calif., August 12, 2025 -- SteelPeak Wealth (“SteelPeak”), a subsidiary of SteelPeak Holdings, LLC, and a leading wealth management firm is pleased to announce today that it has unveiled its latest wealth planning solution aimed at families seeking to bring clarity to their financial life. The Holistic Family Map, a powerful new solution designed to simplify, organize, and protect your family’s financial universe. 

Developed in partnership with leafplanner, the Holistic Family Map is a secure digital platform that helps you document and visualize the intricate web of people, property, partnerships, and planning strategies that define your family’s wealth. 

“At SteelPeak Wealth, we believe that the greatest threat to a family’s financial legacy isn’t poor investment returns, it’s disorganization,” said Reza Zamani, Founder and CEO of SteelPeak. “The Holisitic Family Map aims to change that.” 

What It Does 

This isn’t another document vault or data aggregation tool. It’s an intelligence system for legacy-minded families, designed to give structure to your decision-making, communication, and succession planning. 

The Holistic Family Map focuses on five critical areas: 

1. Information Gathering – Securely centralize everything from estate contacts to housekeepers. 
2. Risk Assessment – Identify planning gaps and surface potential vulnerabilities. 
3. Family Education – Map a clear path for the next generation to understand and steward wealth. 
4. Property & Asset Indexing – Catalog investment partnerships, real estate, liabilities, and more. 
5. Spheres of Influence – Clarify who needs access to what, and when. 

Why It Matters 

We’ve worked with many families who have trusts but no transparency, heirs but no instructions, and a complex balance sheet with no map. The Holistic Family Map changes that. 

It brings all of life’s moving parts into one place, making it easier to plan, communicate, and carry your legacy forward with confidence. 

How It Works 

Getting started is simple. We walk with you through every step: 

1. Registration – You’ll gain access to the secure leafplanner portal. 
2. Customization – We'll guide you through uploading your key documents and set-up. 
3. Collaboration – You choose who has access: family, advisors, trustees. 
4. Updates – Together, we’ll revisit and refine your map as life evolves. 

Ready to Get Started? 

If your family’s financial life has complexity, the Holistic Family Map brings clarity. Contact your advisor or reach out directly to schedule a conversation about how this solution could benefit your family. 

About SteelPeak Wealth:

SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, with offices in Woodland Hills, Beverly Hills, Newport Beach, Santa Barbara, Las Vegas, Boca Raton, Dallas, and Chicago. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. SteelPeak’s aim of delivering “sophisticated wealth management made simple” applies to wherever clients might be in their financial journey. The expertise and the client-centric approach taken by the SteelPeak team has led to them being named by Forbes as one of Americas Top RIA Firms, among other accolades. For more information on SteelPeak’s holistic wealth management offering, please visit: www.steelpeakwealth.com.