The Purposeful Planning Institute (PPI) is a learning center for advisors and consultants and a platform for professional networking and collaboration. Our members are financial advisors, estate planning attorneys, trust officers, wealth managers, philanthropic consultants, and other professionals and consultants serving legacy families and families in business.
- 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, mastering the Purposeful Planning process, and promoting the principles and practices of client-centered planning.