July 30 – August 1, 2014
Omni Interlocken Hotel & Resort
Broomfield, Colorado

The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members and guests.  The 2014 Rendezvous brought together over 200 individuals representing more than 20 disciplines and professions for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.

We offered multiple break-out sessions each day that were centered on a variety of topics. These interactive sessions allow participants to interact directly with the Thought Leaders and fellow Collaborators.


Scott Squillace Gary Shunk Stacy Allred, MST Stephen Goldbart, Ph.D.
Joan DiFuria, MFT Hartley Goldstone,
G. Scott Budge PhD Holly Thomas
Gregory T. Rogers Susan Bradley Grant Pax Holly Isdale
Joshua Nacht Dennis Jaffe
Joshua Nacht Dennis Jaffe, PhD Russell Kyncl Peter Speek
Tim Belber, JD, AEP® Ian McDermott Justin Anderson,
Psy.D., LP
Josh Patrick
Dr. James Weiner & Dr. Carolyn Friend Mike Steger Ken Donaldson
Mary K Duke Nathan Dungan
Mary K Duke, JD Kristen Armstrong Kate Janeway Nathan Dungan
Molly Maxfield Scott Farnsworth Matthew Wesley Stephanie West Allen
Justin T. Miller
Melissa Mitchell-Blitch Michael Palumbos Amy Zehnder, PhD Justin T. Miller, J.D., LL.M., TEP, CFP
Emily Bouchard, MSSW Paul Vattiato

2014 Rendezvous Keynotes

James E. Hughes, Jr., Esq.
Giving Voice to the Rising Generation
Thayer Cheatham Willis
Give Them Wings: How to Make Your Leadership Role Essential

2014 Rendezvous Sponsors