Purposeful Planning Institute (PPI) is a nonprofit learning center for advisors and consultants and a platform for professional networking and collaboration. Our members include financial advisors, estate planning attorneys, trust officers, wealth managers, philanthropy consultants, and a host of other professionals and consultants serving legacy families and families in business.
Our mission is to educate, empower, and develop family advisors to cultivate family flourishing and individual wellbeing.
We envision a future where every family’s legacy is a force for good.
Founder, Board Member
Past - Chair
Chair
Vice Chair, Development Committee Chair
Treasurer, Finance & Compensation Committee Chair
Board Member, Governance & Nominating Committee Chair
Board Member, Strategic Growth Committee Chair
Board Member, Education Development Committee Chair
PPI Deans play a significant role in the evolution and transformation of the Purposeful Planning landscape. They come from a variety of professional disciplines and serving backgrounds, but they share a common passion for assisting legacy families and families in business to discover the pathway to flourishing lives and families. The Deans are instrumental in forging the thought content and processes we are introducing through our podcasts, webinars, and at gatherings such as Rendezvous and the Purposeful Planning Symposium.
Dean of Professional Innovation & Practice Building
Dean of Family Business
Dean of Family Dynamics, Systems Theory, and Relationships
Co-Dean of Philanthropy
Dean of Governance and Generational Wealth Transitions
Co-Dean of Philanthropy
Dean of Values-Based Investing
Dean of Professional Intrapersonal Development & Skill Building
Dean of Family Stories, History, and Culture
Dean of Individual Development Across the Lifespan
Dean of Trusts, Trustees, and Beneficiaries
Dean of Family Offices
Dean of Increasing the Reach of Purposeful Planning in the World
PPI Fellows are thought leaders and industry innovators who play a significant role in the evolution and transformation of the Purposeful Planning landscape. PPI Fellows share their practical wisdom through our educational programs and at gatherings such as Rendezvous and the Purposeful Planning Symposium.
Mediator, Speaker, and Writer
Managing Director, Head of Family Engagement & Governance, J.P. Morgan Wealth Management
Independent Advisor to Families
Principal, Trustscape LLC
Owner, Family Wealth Consulting
Senior Research Fellow, Banyon Global Family Business Advisors
Chief Learning Officer, Johnson Financial Group + Principal, illumination360
President, Pullen Consulting Group
Principal and Co-Founder, The Quest for Legitimacy
Founder, Ascend Family Advisory
PPI Laureates are thought leaders and industry innovators who have made significant contributions to their respective fields and are well known for their commitment to Purposeful Planning.
Author & Philosopher
Laureate Emeritus
Founder, Purposeful Planning Institute
