PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!
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Upcoming PPI Events and Webinars
Jim Grubman, PhD, Family Wealth Consulting, PPI Fellow
Jim Grubman will lead a discussion about helping families understand, create, and enforce behavioral standards in family governance.Find out more
Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Glenayr Family Advisors
Join us for a conversation on the distinctions between adaptive change vs technical change. Adaptive change models sound right to all of us but they are inherently challenging to apply.Find out more