Purposeful Planning Institute (PPI) is a 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, philanthropic consultants, and a host of other professionals and consultants serving legacy families and families in business.
Purposeful Planning Institute is dedicated to transforming the estate planning process and elevating our industry to a new standard of client-centered planning. Our goal is to enable advisors and consultants to foster prosperous and purposeful relationships amongst their clients and their families that endure from one generation to the next.
Director of Operations
Director of Programs & Events
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 webinars and at gatherings such as Rendezvous and the Purposeful Planning Symposium.
Dean of Neuroscience, Improvisation, and Contemplative Practices
Dean of Collaboration
Dean of Family Culture
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 webinars and at gatherings such as Rendezvous and the Purposeful Planning Symposium.
Principal, Trustscape LLC
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.