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Wealth Planning for Cross-border Families

There is a large and growing demographic of cross-border professionals who have a financial connection to the United States and one thing they all have in common is they have complicated financial affairs and few places to turn for help. In this talk, Andrew Fisher, the author of The Cross-Border Family Wealth Guide, leads us through an interactive discussion to explore the most common areas of confusion.

By | May 16th, 2017|Technical Corner|

Impact Investing: Creating Investment Portfolios Aligned with Client Values

Debbie Huttner, JD, MBA, Financial Advisor at Colorado Capital Management, join us to discuss how we can help clients identify their most deeply cherished values and how to reconcile family member differences. She shares ways to put impact into practice in taxable and tax-advantaged accounts. We also explore various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.

By | May 2nd, 2017|Best Practices in Philanthropy|

Meaningful, Purposeful Family and Advisory Team Discussions: What Gets In The Way and What Can We Do About It?

A wise man once taught that correct principles, taught and understood will go further to change behavior than a discussion of the behavior itself. Families of Wealth often struggle to have the needed conversations amongst themselves and their advisors that allow them to unite and move forward together into the future. What principles can be learned, appreciated and referred to as a family and their team of advisors work together to help the family move forward successfully as stewards?

By | April 25th, 2017|Catalysts for Collaboration, Purposeful Conversations|

Honoring the Life and Legacy of Richard “Dick” Wagner — PPI’s Dean of Finology

We were pleased to be able to bring together Dick’s children, Natalie and Jacob, to share insights into Financial Planning 3.0 and how their father’s work has influenced them and how they envision carrying his work forward. Several PPI Deans, members and guests shared personal and heart-felt stories about how Dick’s work and friendship impacted them personally, the financial planning profession, and the PPI community. It truly was a heart-warming and inspiring call that you'd enjoy listening to, whether you had met Dick personally or not. We are going to continue to honor Dick's professional legacy within the PPI community in a number of ways. Most importantly, we will begin working into our weekly Thought Leader & Industry Innovator teleconference series a quarterly call centered around Financial Planning 3.0 and Finology.

By | April 18th, 2017|Intersections, The Business of the Practice|