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The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients.  It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients.  PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business. 



Weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession, exit planning, family wealth transitions, legacy and financial planning, personal growth, professional development and collaboration. PPI is also the exclusive home for conversations around the keys and paradigms of Purposeful Planning and Purposeful Trusts & Gifts.



2014 PPC Rendezvous

SAVE THE DATE - The 2017 Rendezvous will take place Wednesday, July 19th – Friday, July 21st, 2017. The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members & guests. This event will bring together professionals representing more than 20 disciplines for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.






SAVE THE DATE - The 2017 Fusion Collaboration will take place on Tuesday, July 18th and Wednesday, July 19th, 2017. Fusion Collaboration is a symposium for professional advisors and consultants who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. This event will showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with the positivity of relational and legacy planning.





The Purposeful Planning Institute (PPI) offers workshops on the Seven Keys of Purposeful Trusts & Gifts for attorneys, financial and philanthropic advisors, trust professionals and wealth planning strategists. These workshops range from one hour overviews to half-day Primers. Many professionals are combining one of our workshops with our once-a-month one hour Purposeful Trusts & Gifts Mastery Series virtual training and coaching.





Purposeful Planning Institute (PPI) Collaboratories are forming across the U.S. and Canada. PPI members are forming regional Collaboratories (chapters) that are hubs for networking, sharing of ideas and best practices, and forming professional alliances and collaborations. The Northern California Collaboratory is PPI’s first chapter, formed in response to feedback at the 2013 PPI Annual Rendezvous.














Tuesday, October 4th
Noon ET (60 Minutes)
Helping Business Families Negotiate their Cultural Differences
James Grubman, Ph.D., FamilyWealth Consulting and Dennis T. Jaffe, Ph.D., Professor of Organizational Systems and Psychology at Saybrook University

Tuesday, October 11th
Noon ET (60 Minutes)
Integrated Planning as the Next Step Beyond Collaboration
David J. Levy, JD, CCE, Co-Founder and COO, Avise Group and Paul F. Vattiato, Jr, BS, M.Ed, CEO, Avise Group LLC

Tuesday, October 18th
Noon ET (60 Minutes)
Wide-eyed, Unprepared, and Overwhelmed: A Perspective on the Mind of a Young Inheritor
Kristen Heaney, MSW, BCC, Legacy Life Coaching, LLC

Tuesday, October 25th
Noon ET (60 Minutes)
Leadership and Bowen Theory: How the Advisor’s Focus on His/Her Self to Engage the Family Leader, Can Result in an Increased Ability of the Family to Manage Their Wealth
Thomas J. Schur, MSW, LCSW-R, ACSW, LMFT, Instructor, Syracuse University

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