The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques.
- To explore and share best practices for legacy families and families in business
- To foster more frequent and effective collaboration among the advisors serving these families
- To promote prosperous and sustainable practices and the growth of our individual members, their practices and firms
PPI is dedicated to creating a Purposeful Planning Revolution that transforms the way estate planning is done and to mastering and promoting the principles and practices of client-centered planning.