Articles & Papers

/Articles & Papers

Select Publications

To Be or Not to Be—Some Thoughts on the Life of Family Foundations, Journal of Practical Estate Planning (Aug-Sept 2010)

Yŏu Bản Fă – (There Is A Way): Reviewing the Wisdom of Great Thinkers to Combat the Negativity and Planning Paralysis that Challenges Philanthropic Planners and Their Clients Today, Journal of Practical Estate Planning (Aug-Sept 2009)

The Purposeful Charitable Trust or Foundation: Client Memory Loss and Charitable Remainder Trusts, Journal of Practical Estate Planning (Apr-May 2010)

The Benefits of Greater Meaning and Purpose in Charitable Trusts, DAFs, and Family Foundations (2009)

Maturity Markers – A New Paradigm for Trust Distribution Models and Gifts, Family Firm Institute (2008)

Getting “Buy-In” to Develop a Collaborative Team, Trusts & Estates (Feb 2013)

Incentive Trusts: The Good, The Bad and The Ugly by John A. Warnick (Feb 2009)

Purposeful Planning Resources

Note: PPI members have full access to a Library of Resources, including numerous Purposeful Planning Tools and Purposeful Visioning Exercises, in the Members Only section of the website.

The Seven Keys of Purposeful Trusts

The Pillars of Purposeful Philanthropy

PPI News Feed

Thank You to the 2016 Fusion Collaboration & Rendezvous Sponsors

We would like to thank the sponsors of the 2016 Fusion Collaboration and Rendezvous! Both events were a great success and over the week we had more than 250 professional advisors and consultants join us for inspired learning alongside the nation's leading thought leaders and innovators in the domains of family wealth and family business. Mark your calendars and SAVE THE DATE! The 2017 Fusion Collaboration will take place on Tuesday, July 18th and Wednesday, July 19th, 2017 and the 2017 Rendezvous will take place on Wednesday, July 19th – Friday, July 21st, 2017.

PPI News|
Follow me on Twitter