PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!
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Upcoming PPI Events and Webinars
Kim Kamin, Esq., Principal and Chief Wealth Strategist, Gresham Partners LLC
Ever wonder about the historic connection between wealth and art? Art and appreciation of beauty offers a great deal of resources for individuals and families to help flourishing, ranging from increasing positivity to building a powerful legacy. Art helps build relational skills such as compassion, empathy, connection, opening to diversity, expression, tolerance to ambiguity and much more. This program will explore the research and empirical data existing about art and its impact on individuals and humanity, as well as how wealthy families can intentionally use it to increase well-being and flourishing.Find out more
Paul L. Hokemeyer, J.D., Ph.D.
The impact COVID19 has had on a family's financial wellbeing is easily tracked by various quantitative benchmarks and indices. In contrast, it's implications on a family's emotional well being are just now being calculated and understood. In this session, Dr. Paul Hokemeyer, one of the world's leading expert on the mental health issues of UHNW individuals and families, will address the top issues he's observed and helped families work through over the last several months as COVID19 has profoundly altered a family's emotional and relational well being.Find out more
James "Jay" E. Hughes, Jr., Esq., Philosopher & Author and Courtney Pullen, MA, PLC, President, Pullen Consulting Group
Many times as advisors we see where a family or an individual could go but no matter what we do it doesn’t happen. Maybe it is time to think differently about who really owns the outcome of a client engagement. Join Jay Hughes, Courtney Pullen, and Tim Belber for a conversation about the care we deliver to our clients and signals to be alert for in determining the appropriate type of work to offer and perform.Find out more
Moira Somers, Ph.D., C.Psych., Author, Advice that Sticks
An interview with Dr Moira Somers on the difficult topic of protecting families and boards from the impact of a disease that is misunderstood and destructive, dementia. We will shape the conversations around Moira’s research and her direct experience that lead to a protocol for early detection. As Certified Financial Transitionistist® we see this disease as one of life’s major pivot points. All transitions benefit from preparation during an Anticipation Stage. We have integrated Mori’s protocol in our work with Families In Transitions. It is a pleasure to share it with PPI members.Find out more
L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge
Increasingly, more and more estate planners are diversifying their services to their clients and are serving as fiduciaries (executors, trustees, guardians and trust protectors) for their clients. Unfortunately, this area is fraught with risk and uncertainty...Find out more