At the Purposeful Planning Institute, we believe that meaningful impact is created through collaboration. Our Organizational Partners and Sponsors play a vital role in advancing our mission to educate, empower, and develop advisors and consultants who serve families with intention, insight, and care.
Our partners are more than sponsors. They are aligned contributors to a growing movement that is redefining what it means to serve families of wealth and purpose.
Through their support, we are able to:
Merrill Center for Family Wealth
As PPI’s first-ever Organizational Partner and its longest-serving sponsor, the Merrill Center for Family Wealth® has played a meaningful role in the growth and evolution of our community. Their early belief in the importance of purposeful, client-centered advising helped lay the foundation for expanding PPI’s reach and impact.
Through their ongoing partnership, the Merrill Center for Family Wealth® has demonstrated a shared commitment to advancing a more thoughtful and human-centered approach to serving families—one that integrates technical expertise with deeper conversations around purpose, values, and legacy. Their support has helped make possible key educational initiatives, foster connection among advisors, and contribute to the development of a new generation of professionals dedicated to this work.
We are grateful for their enduring partnership and the leadership they continue to bring to the field.
Inheriting Wisdom
Inheriting Wisdom is dedicated to helping families and communities find new, meaningful ways to engage across generations.
Through personal experiences, and over 35 years of working with families, husband and wife team Jamie Weiner and Carolyn Friend have developed impactful solutions to solve the puzzle of connection across generations. They work in partnership with clients to create clarity, purpose and confidence in the challenges that surround legacy, wealth succession and family business matters.
They found that although financial advisors can guide a family’s wealth planning, there is a need for experts who understand the nuances of inter-generational family and community dynamics. This insight led to the creation of Inheriting Wisdom.
If your organization is interested in joining us as a sponsor or Organizational Partner, we would welcome the opportunity to explore how we can collaborate to advance purposeful planning. You can download our Sponsorship Opportunities brochure to learn more, or contact Julie Dorosz, Executive Director, to discuss partnership opportunities and next steps.
As a nonprofit, PPI is proud to partner with donors at every level to advance our mission and vision. Your support helps us educate and empower advisors, foster community, and prepare the next generation of purpose-driven professionals. Learn more or make a gift today.
