Thought Leader & Industry Innovator Webinars

This session is designed for professionals who want to strengthen how their families engage over their trusts in ways that both improve family harmony and help avoid breakdowns around their trusts. This session introduces trust administration preparedness as a proactive approach for all professionals. Countless families have broken apart over the division of family wealth and treasures. This is almost always avoidable if we have the courage and compassion to address issues honestly and with listening and empathy. This session will give participants the skills and understanding necessary to have these conversations using true human connection and understanding. Even the most complex estates can be managed in a way that promotes family harmony for the long-term. The ultimate success is when a family can celebrate and grieve their loved one knowing that they don’t have to worry about the transition of family wealth.

Over the past year, we’ve hosted quarterly Town Halls to keep our members informed, connected, and engaged as we concluded our transition to being a non-profit entity. As we continue these gatherings, we’re evolving the format and placing greater emphasis on connection, conversation, and peer engagement, with more time dedicated to small group interaction. This shift from Town Hall to Community Forum is designed to create a more meaningful and engaging experience, offering members the opportunity to build relationships, exchange ideas, and strengthen connections across the PPI community. We hope you’ll join us.