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.
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.
Chair, Board of Directors
Vice Chair, Board of Directors
Treasurer, Chair of Finance & Compensation Committee
Chair of Education Development Committee
Founder, Purposeful Planning Institute
Chair of Governance & Nominating Committee
Chair of Strategic Growth Committee
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
Independent Advisor to Families
Chief Learning Officer, Johnson Financial Group + Principal, illumination360
Partner, The Lovins Group
Principal, Trustscape LLC
Owner, Family Wealth Consulting
President, Pullen Consulting Group
Senior Research Fellow, Banyon Global Family Business Advisors
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
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