Catalysts for Collaboration – Purposeful Planning Institute

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

Collaboration of the Estate and Financial Planning Team

Collaboration between the members of the estate and financial planning team will provide better results for clients, more networking for advisers, reduction in liability exposure for advisers, and more. Planning frequently involves multi-disciplinary, multi-faceted issues that a team can address better than any one expert alone. What are the impediments to effective collaboration? Why does collaboration not happen as often as it should? What do your colleagues have to say about collaboration? Comments from interviews of two dozen colleagues are integrated in to the presentation. What can wealth advisers, CPAs and attorneys each do to foster more and better collaboration?

By admin| February 7th, 2017|Catalysts for Collaboration, Leadership, Coaching & Growth|

Lessons from The Collaborative Leader

Date: January 10, 2017 Guest Speaker: Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Ian McDermott, co-author of The Collaborative Leader: The Ultimate Leadership Challenge (2016), joins us for a conversation on why collaboration matters, what makes it work, and why it is particularly important in the new Trump era that is about to begin.

By admin| January 10th, 2017|Catalysts for Collaboration, Intersections, Leadership, Coaching & Growth|

The Beneficiary Controlled/Directed Trust (AKA Inheritor’s Trust) Through the Lens of Purposeful Planning

Date: December 20, 2016 Speaker: John A. Warnick, Esq., Founder, Purposeful Planning Institute This call will be a helpful overview of the positive ways in which we can involve adult children in the planning process to give them an opportunity to create what the Oshins (Dick and his son Steve) and Noel Ice have copyrighted in 2006 as the Inheritor's Trust. We'll be discussing creative ways to describe features of a Purposeful Beneficiary-Controlled/Directed Trust such as the "My Trust Becomes Your Trust" concept, the Friendly Trustee (also referred to as Independent Trustees and Generative Trustees), the "Two Key" System for Total Control and Flexibility and the importance of thoughtfully creating a discretionary distribution model.

By admin| December 20th, 2016|Best Practices for Trusts, Trustees & Beneficiaries, Catalysts for Collaboration, The Best of Legacy & Purposeful Planning|

Creating Legacies of Significance

Date: December 6, 2016 Guest Speaker: Michael G. Stuart, JD, CPA, Attorney & Counselor at Law, The Stuart Legacy Alliance, LLC In this program we discuss a different paradigm for the transfer of wealth that seeks to enhance family relationships. Traditional wealth planners, accountants, attorneys and others have ‘taught’ us the ‘proper’ methods of planning. This new and informative presentation suggests that by changing the paradigm of how we look at planning, we can move the discussion forward. By helping clients capture their values and goals, it provides a unique and holistic way to address the issues of the family so that transition is something to be cherished and celebrated. The focus shifts from strategies and tactics to a collaborative, value driven model that allows families to accumulate and enjoy the wealth without destroying relationships and still maintain integrity and the ability to make a meaningful impact on the family and community.

By admin| December 6th, 2016|Best Practices for Trusts, Trustees & Beneficiaries, Catalysts for Collaboration, Purposeful Conversations|

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