Best Practices in Collaboration
To survive and thrive in an increasingly rapid era of social and technological change will require innovation, collaboration and value creation at an unprecedented speed, scale and impact. Join our group to engage in substantive dialogue around some of the most important challenges and opportunities we all face. Exploring real life case studies and a collaborative framework that is just as applicable to families of wealth and family businesses as it is to multidisciplinary professional advisor teams, we’ll listen to and learn from one another about how to tap into and harvest the collective wisdom of any relationship system.

Meeting Schedule
The Best Practices in Collaboration Collaboratory meets monthly via Zoom meeting.  While we understand you may not be able to participate in every meeting, we do encourage you to commit to participating in as many live meetings as possible if you plan to join us.

Membership Requirements
We are currently accepting new members.  We strongly encourage everyone who participates in a Collaboratory to be a current member of the Purposeful Planning Institute. Non-member guests are welcome to attend meetings at the Collaboratory leader’s discretion. Please contact us for details.