Join our Mailing List

The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients.  It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients.  PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business. 



PPI offers weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession and exit planning, family wealth transitions, legacy and financial planning, and exciting new vistas around personal growth, professional development and collaboration. PPI is also the exclusive home for conversations around the keys and paradigms of Purposeful Planning and Purposeful Trusts and Gifts.



2014 PPC RendezvousOnline registration is now open! The 2014 Rendezvous will take place at the Omni Hotel & Resort in Broomfield, Colorado on July 30th to August 1st, 2014. The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members & guests. This event will bring together professionals representing more than 20 disciplines for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.



The Purposeful Planning Institute (PPI) offers workshops on the Seven Keys of Purposeful Trusts & Gifts for attorneys, financial and philanthropic advisors, trust professionals and wealth planning strategists. These workshops range from one hour overviews to half-day Primers. Many professionals are combining one of our workshops with our once-a-month one hour Purposeful Trusts & Gifts Mastery Series virtual training and coaching.




CollaboratoriesPurposeful Planning Institute (PPI) Collaboratories are forming across the U.S. and Canada. PPI members are forming regional Collaboratories (chapters) that are hubs for networking, sharing of ideas and best practices, and forming professional alliances and collaborations. The Northern California Collaboratory is PPI’s first chapter, formed in response to feedback at the 2013 PPI Annual Rendezvous.





PPI Teleconferences & Webinars

Tuesday, March 4th
Noon ET (60 Minutes)

Getting to Giving: Helping the Prospective Donor Ask the Right Questions, Howard Stevenson

Tuesday, March 11th
Noon ET (60 Minutes)
Visual Tools to Make Legal Information and Agreements More Accessible and More User-Friendly, Susanne Hoogwater

Tuesday, March 18th
Noon ET (60 Minutes)
Developing the Fiduciary Character, Hartley Goldstone

Tuesday, March 25th
Noon ET (60 Minutes)
What It Might Look Like if Walt Disney Managed Your Practice, Michael Palumbos


Join PPC
Teleconferences and Webinars
Comprehensive Family Roadmaps