Elevate Your Client Relationships • Improve Your Practice • Increase Your Impact

Helping Advisors, Consultants, and the Families They Serve Navigate the Complexities of Wealth and Well-Being

Purposeful Planning Institute (PPI) is a learning center and professional networking and collaboration platform for advisors and consultants serving families of wealth and families in business. Through PPI programs, gain access to valuable resources and a collaborative community of professionals to transform your practice and client relationships.

Who We Serve

PPI provides easily accessible, affordable access to educational content, programs, training, and networking to transform your work with complex family systems. Ideal for seasoned professionals who serve families of wealth and family enterprises and those new to their field who want to improve their practice and relationships with their clients.

Our programming is also valuable to family leaders, who are dedicated to helping individual family members find their pathway to flourishing lives and strengthening the relational fabric of the family.

We serve professionals from many disciplines.  They include:

PPI programs give you the knowledge and confidence to position yourself or your firm as a trusted advisor who delivers solutions to your clients to improve their lives for generations to come. Learn more about us.

A Better Way, A Better Process, A Better Practice is Within Reach

Become a Member

Join our supportive community and access the resources, tools, and network you need.

Increase Your Impact

Learn new skills, acquire new tools, and get actionable insights from Thought Leaders & Industry Innovators in our educational and interactive webinars.

Transform Your Practice

Engage your clients in a new way and be better positioned to help families navigate the challenges of wealth and well-being.

Become a Member

PPI membership offers you the chance to join a community of other skilled advisors and consultants who want to serve their clients and their clients’ families in deeper and more positive ways.

You’ll benefit from unique networking and learning opportunities, gain access to educational webinars, recorded sessions and support materials, a private online community that spans multiple disciplines and professions, an extensive resource library, early invitations to events, discounted programming, and more.

Membership-only content allows you to integrate both purposeful and technical planning into your work to deliver meaningful solutions to your clients and grow your practice. Learn more about PPI membership.

Upcoming Events

Thought Leader & Industry Innovator Webinars

Receive valuable takeaways as thought leaders and industry innovators discuss innovative breakthroughs and research around working with families of wealth. PPI is the exclusive home for discussions around the keys and paradigms of Purposeful Planning and Purposeful Trusts & Gifts.

Mar
14

March 14, 2023

@ 12:00 pm EST

If your principal died last night without a funeral plan, what would you be doing today? Jeff Lambert, former family office executive, will walk through a case study of the planning he co-led for his former G1 principals that spanned nearly nine years. This planning and effective execution led to very grateful family members at a time of deep personal loss.
Apr
11

April 11, 2023

@ 12:00 pm EST

At root, all PPI members do similar work: we assess, recommend, and serve flourishing family enterprises.  How do we assess the strengths, weaknesses, and gaps in a complex family enterprise?  The older generation and owners may be losing sleep as they assess the capacity of the next generation.  They do not have a validated process to assess and recommend next steps.  Also, many Next Gen leaders (family and non-family) do not know how to demonstrate their capacity.  Those two problems often prevent decision-making about succession, strategic planning, compensation, and governance.  In this session, you'll learn about a validated digital 360 assessment process that many PPI members may be interested in using immediately. 
May
9

May 9, 2023

@ 12:00 pm EST

For over 30 years, Elizabeth has worked with families and family-owned businesses to navigate the complex dynamics that are part of every family’s wealth transition to next-generation owners. Join Elizabeth to learn about the people first approach and walk through the six crucial ingredients that make up the foundation of a great business transition journey.   

Purposeful Planning Symposium

February 8-10, 2023

This virtual event brings together nationally renowned faculty for unique and engaging educational and professional development opportunities. You’ll learn the benefits of infusing best practices from the domains of relational, philanthropic, and legacy planning into the technical aspects of estate planning and wealth management. Learn more. 

Rendezvous

July 31-August 3, 2023

Rendezvous is the premier and most professionally diverse gathering of its kind. This event brings together professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy, and personal development and growth. Learn more. Registration coming soon!

Purposeful Trusts & Legacies Mastery Program

The Purposeful Trusts & Legacies Mastery Program is designed for professionals like you who want to assist their clients in creating Purposeful Trusts & Legacies. The Mastery Program is comprised of 10 on-demand sessions to help you master the Keys of Purposeful Trusts & Legacies and put your purposeful practice in motion. Participants are eligible to receive up to 11.5 hours of CPE. Learn more.

Purposeful Planning Podcast Series

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.