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.
The Purposeful Planning Collaboration is our member organization which offers teleconferences and webinars in twelve different themes. These interactive interviews with thought leaders and industry innovators discuss the latest 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. PPC is also the exclusive home for conversations around the keys and paradigms of Purposeful Planning and Purposeful Trusts and Gifts.
The Purposeful Planning Institute hosts the Rendezvous each August. It is a unique learning and collaborative opportunity centered around the sharing of best practices for legacy families and families in business. More than 20 different disciplines and professions are represented among its attendees, most of whom consider it the “one, must-do Un-Conference” of the year.
PPI also offers workshops on the Seven Keys of Purposeful Trusts & Gifts for attorneys, financial and philanthropic advisors, and wealth planning strategists. These workshops range from one hour overviews to half-day Primers to two day Mastery sessions. Many professionals are combining one of our workshops with our once-a-month one hour Mastery Series virtual training and coaching.
The Purposeful Planning Institute offers comprehensive 42 page reports that provide a roadmap for family success identifying the family's strengths which serve as a foundation to address the their most critical challenges. Each specific roadmap is designed either for families of wealth, families-in-business, or for sibling or cousin partner teams.
Register to participate in an upcoming informational teleseminar or our next Comprehensive Family Roadmaps™ training.
Putting Heart and Soul into Your Trust