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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September 2020
Ron Nakamoto, The True Wealth Mentorship Program, EW Plus, LLC & Erik Gabrielson, Founder, Activ8
Erik Gabrielson and Ron Nakamoto will facilitate an interactive conversation about creating successful collaborations within ad hoc advisory teams, families, and organizations of all sizes. They will expand upon the generic purposeful interdisciplinary planning process that they presented in their RendeZoom breakout session. They will offer practical insights on how to become a better collaborator and contributor to a holistic, interdisciplinary team.
Find out moreOctober 2020
Pierre duPont, Partner, Cerity Partners
Many families create a Family Charter to provide governance and even guidance for their future inheritors. Whether the wealth is today in the form of money, or a business, or an art collection, or even the possibly-elusive principles and values of a family’s heritage, successfully protecting and projecting that wealth requires more than a written document or set of documents. In this interview, Pierre duPont will discuss some of the more-successful tools he has seen for sustaining multigenerational families.
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Melissa Mitchell-Blitch, Author of In the Company of Family: How to Thrive When Business IS Personal and Founder of Eredita Consulting, PPI Dean of Individual Development
As an adviser to families in business, you know it’s true – when you work with family, business is personal. It is impossible to truly separate business and family when you work with family members. However, it is possible for families and their businesses to thrive, even in the midst of these challenges. Boundaries help clarify roles and are a key to relational health. Come join the conversation as we demystify some of the myths of boundaries and learn boundary principles that can help families navigate the challenges of working with family.
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Lindsay Fletcher Hardie, PhD, Sierra Legacy Consulting, LLC
This presentation will provide an overview of Acceptance and Commitment Coaching, which is based on an empirically supported therapy modality called Acceptance and Commitment Therapy (ACT). This approach integrates mindfulness processes, values clarification, and committed action with a deep tradition of behavioral science. The ACT framework provides coaches with a clear, accessible model for targeting the processes of change that your clients most care about. Participants will learn experiential exercises that promote mindfulness and values-based action.
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Michael Hebb, Founder of Let’s Have Dinner and Talk About Death
How we want to die – represents the most important and costly conversation America isn’t having. Michael Hebb, Founder of Let’s Have Dinner and Talk About Death gathered dozens of medical and wellness leaders to cast an unflinching eye at end of life, and has created an uplifting interactive adventure that transforms this seemingly difficult conversation into one of deep engagement, insight and empowerment.
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