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Guest Speakers: 

  • Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)
  • Matthew Wesley, JD, MDiv, Director, Center for Family Wealth Dynamics & Governance™ at Merrill Lynch, PPI Dean of Family Culture

Host:  John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description:  Most advisors use lots of models in their work: the four capitals, the stages of wealth identity, the immigration to the land of wealth to name just a few. In this two-part webinar, we will explore how and why the models we use can have such a profound impact. In the first session, you will come to understand what makes models useful and what doesn’t. We’ll also look at how models frame and shape clients’ understanding of the terrain they are navigating plus how they can constrain and limit thinking about the problems needing to be addressed.

Introduction to Our Guest Speakers

Iam McDermott

Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

A thought leader in the field of innovation and leadership Ian McDermott is the father of the Coach Approach. Currently being rolled out in 145 countries this makes it possible for anyone to learn how to draw the best out of others and foster a learning culture – be it in a team or a family.

Ian is Founder and Chief Executive of International Teaching Seminars (ITS) which recently celebrated its 25th Anniversary. The mission of ITS is to give individuals, firms and families the skills to innovate their own solutions. It has done this with hundreds of organizations and thousands of people around the world.

Based in Connecticut, the author of fifteen books on systems thinking, NLP and coaching, Ian is also at home in Europe.  He is External Faculty at Henley Business School and an Honorary Fellow of Exeter University Business School where his focus is on entrepreneurship and innovation.

Matthew Wesley, JD, MDiv, Director, Center for Family Wealth Dynamics & Governance™ at Merrill Lynch, PPI Dean of Family Culture

Matthew Wesley is an internationally recognized advisor to business and legacy families and their leaders.  His work builds family capacity and resilience by developing  the core competencies necessary for families to wisely steward wealth across generations. Through this arc of development, families become more connected, more aligned and more effective.

Before establishing The Wesley Group, Matt was a respected estate planning attorney with over twenty-two years of experience in both Seattle and the Bay Area. For the last ten years he has worked with highly successful families doing inter-generational planning. His clients have included those who have established or maintained successful family businesses, those who generated significant wealth in public companies and those with inherited wealth. Matt lives near Seattle, Washington with his wife, Marcia. They have two grown children, Ian and Kiera. Matt holds a J.D. from Stanford Law School and a Masters of Divinity from Fuller Theological Seminary.

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