2017 Rendezvous Sponsors

2017 Rendezvous Sponsors 2017-07-04T13:40:20+00:00
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Align your company with the prestigious Purposeful Planning Institute Annual Rendezvous.  Numerous sponsorship opportunities are available and we would be happy to create customized sponsorship packages if you would like to sponsor specific activities or add-ons for the event.

By becoming a sponsor, you are supporting the Purposeful Planning Institute and its mission to explore and share best practices for legacy families and families in business, to foster more frequent and effective collaboration among the advisors serving these families and to promote prosperous and sustainable practices and the growth of our individual members, their practices and firms.

For more information on sponsorship opportunities please contact us at 303-256-6300 or email info@purposefulplanninginstitute.com.

Download 2017 Rendezvous Sponsorship Opportunities Brochure

Gold Level Sponsors

The vast majority of family wealth transitions are not considered successful – the primary causes being a lack of preparation, trust and communication. Yet traditional wealth management often concentrates exclusively on investments, financial planning and legal issues.

Ascent Private Capital Management of U.S. Bank is different. We know that wealth is more than money. Our interdisciplinary team pays attention to all sources of family capital to help families manage the impact of their wealth. Backed by the strength of U.S. Bank, but with the personalized attention of a boutique, Ascent works with families to transform dreams into a continuing reality.


Center for Family Wealth Dynamics & Governance™

Merrill Lynch’s Center for Family Wealth Dynamics & Governance™ works collaboratively with wealthy individuals and their families to be intentional about the impact of their wealth on themselves, their family and their community. The Center’s mission is to empower ultra-high-net-worth families to nurture the different dimensions of wealth and to be purposeful about sustaining their wealth and values across generations. The Center provides thought leadership around financial education, family governance and family legacy, heritage and philanthropy, and facilitates family meetings to address top family goals and relevant issues.


Sterling Foundation Management (“Sterling”) is the oldest national foundation administrator in the U.S. The firm provides highly personalized administration services for private foundations (non-operating and operating), supporting organizations, public charities and donor-advised funds. In addition to administrative services, Sterling offers thought leadership and sophisticated advice to help donors, define focus and maximize the impact of their philanthropy.

Sterling is also the nation’s oldest and largest brokerage for income interests in Charitable Remainder Trusts (CRTs). The firm has been active in the market since 2003 and reviewed thousands of CRTs for clients and their advisors.


When an advanced illness strikes, patients and families are forced to become de facto case managers without a system for communicating, coordinating, and making decisions about their care.

Simultaneously, families are often forced to respond to a sudden influx of inquiries from friends and family which consumes valuable time and adds more stress. We provide families with a modern online network they can use to send and receive streamlined updates about the status of their loved one’s care.

Further, patients often have multiple records decentralized across multiple providers resulting in fragmented and lower quality care. We provide patients with one simple summary of their health history that ensures their medical teams have the most relevant and personalized information to inform their care.

Physicians often have no reliable process for understanding a patient’s values and goals prior to recommending a course of care. We provide access to a network of Physician Care Guides who help ensure the values and goals of individuals are driving their healthcare decisions.

We put the control stick of healthcare back in the individual’s hand, by combining a physician’s brain with a patient’s heart.


Silver Level Sponsors

Argent Trust

As an independent wealth management company, Argent delivers in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent provides an array of related financial services, including investment management services, family office services, asset custody, planning, mineral management (with special emphasis on client oil/gas interests), Employee Stock Ownership Plans, risk management and others. Our approach is to understand the source of your wealth to help guide us in recommending the best strategies for you. What makes us different from other organizations is our objectivity: we don’t have any products to sell, except for our expert guidance. From complicated legal matters to administrative services, we offer guidance across many disciplines.


Burgher Haggard

Burgher-Haggard is a boutique professional services firm that specializes in serving wealthy individuals and families across the U.S.

A La Carte Services:

  • Back Office Administration (Document Mgmt, Bill Pay, Payroll)
  • Consolidated Financial Reporting (across Family Entities and Managers)
  • Federal and State Income Tax Preparation
  • Financial Education for Next Generation
  • Family Meeting Facilitation
  • Generation Transition Planning

Burgher-Haggard is not a wealth management firm and does not sell any financial products.  This freedom allows Burgher-Haggard to focus on providing conflict-free services to clients.

Burgher-Haggard has been in business since 2006, has over 30 employees and more than $3 billion in assets under administration.



With nearly 60 years in the field, Caron Treatment Centers operates lifesaving addiction and behavioral healthcare treatment. Caron is headquartered in Wernersville, Pennsylvania with Ocean Drive and Caron Renaissance located in Palm Beach County, Florida. Caron has Recovery Centers in New England, Philadelphia and Washington, D.C., which offer community and recovery support. Caron’s Recovery Centers in Atlanta and New York City also offer pre- and post-treatment services. Caron has the most extensive continuum of care including adolescents, young adults, adults and seniors. Caron’s treatment is customized to meet the needs of individuals and families – with highly trained teams prepared to address co-occurring disorders. Caron offers an innovative approach to ongoing recovery care support for its former patients and their families with online peer groups and other resources during the first year of transition following discharge. For more information on Caron, please visit Caron at www.caron.org or follow us on Twitter.


At the American Cancer Society, we’re on a mission to free the world from cancer. Until we do, we’ll be funding and conducting research, sharing expert information, supporting patients, and spreading the word about prevention. All so you can live longer — and better. We are the leading voluntary health organization in the fight against cancer. Our fundraising efforts support lifesaving research, advocacy for better policy, education and patient services and programs.


Fidelity Charitable is a 501(c)(3) public charity established in 1991. We make it easy for donors to leave a lasting impact through philanthropy—in particular, through our donor-advised fund, called the Giving Account®.

Donor-advised funds help democratize the giving tools that were once limited to those with the resources to establish and maintain a private foundation. Instead, Fidelity Charitable has streamlined the process of strategic giving for a broad range of donors, allowing them to contribute many types of assets, and plan their giving more systematically, maximizing their generosity. As a result, Fidelity Charitable is the nation’s largest charity by contributions received during a year, in the 2016 Philanthropy 400 ranking, and is a leader in grantmaking—donating more than $3 billion in donor-recommended grants to charity every year.


Wednesday, July 19th at 6:00pm to
Friday, July 21st at 1:00pm
(Optional activities from 1:00pm – 5:00pm)

Omni Interlocken Hotel & Resort
500 Interlocken Blvd
Broomfield, Colorado 80021
Group Rate: $162.00

Group Rate Cut-Off Date is June 26, 2017

Member Rate: $975
Non-Member Rate: $1,375

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What Participants are Saying

“The PPI Rendezvous is my one gotta-go-to gathering. I refrained from calling it a conference because while best practices and other valuable information are shared, the most enriching aspect of the Rendezvous is connecting with like-minded, like-hearted, and like-passioned others, who practice varying disciplines and all feel called to work with families of wealth in matters well beyond the numbers and financial wealth. Many people talk about collaboration, yet few of us truly engage this value-added approach to our work. The Rendezvous is a place to explore how to come together more — and to practice that while at the Rendezvous! You’ll leave inspired and energized.”  – Melissa Mitchell-Blitch, Legacy Consultant & President at Eredita, LLC


“Why come to the Rendezvous? I have attended every Rendezvous and each has been the highlight of my professional year. This gathering has been far and away the best professional conference series I have attended. The Rendezvous is an extraordinary offering filled with remarkable people, a spirit of generosity and creativity, and remarkable content that gets to the heart of truly purposeful work.” – Matthew Wesley, JD, MDiv., The Wesley Group


“Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.”  – Timothy J. Belber JD, AEP, Principal, The Alchemia Group