fbpx

Purposeful Next-Gen Collaboration

THE INTERSECTION OF CONTROL vs CARE: Engage Family Dynamics To Improve Retention & Access The Next Generation

Date:  December 11, 2018 Time: Noon ET (60 Minutes) Guest Speakers:  Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant, The Williams Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This webinar makes the case for how trusted advisors build deeper relationships, access the next generation and ensure family unity [...]

By |2018-12-03T13:56:33+00:00November 28th, 2018|Family Office Summit, Intersections, Purposeful Next-Gen Collaboration|

Family Champions and Champion Families

Date:  November 27, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  Joshua Nacht, PhD., The Family Business Consulting Group Host: Kristin Keffeler, MSM, MAPP, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment Family champions are visionary catalysts who invest energy into the family-business system to support and develop the family-ownership advantage. Ultimately, family [...]

How to Create an Emergent Space – and Why It’s Important for Advisors

Date: June 5, 2018 Time: Noon ET (60 Minutes) Guest Speakers: James E. Hughes, Jr., Esq., PPI Fellow & Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This summer Jay and Ian will be hosting a special session at [...]

By |2018-05-10T11:18:54+00:00May 10th, 2018|Family Office Summit, Purposeful Next-Gen Collaboration|

Best Practices for Family Recreational Assets

Date: May 22, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Clint Haggard, President, Continuity Planning Specialist, Burgher Haggard and Jerry McNabb, Family Advisor, Family Business Consultant and Mentor/Coach, McNabb Advisory Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Handout: Notes - Recreational Homes in a Family System William Blackstone, one of the great legal minds [...]

By |2018-05-21T10:55:23+00:00April 24th, 2018|Family Office Summit, Purposeful Next-Gen Collaboration|

Generation Impact: Next Gen Donors are Revolutionizing Giving

Date: May 15, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Sharna Goldseker, Executive Director, 21/64 Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Meet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. Hear them describe [...]