PPI Fellows are thought leaders and industry innovators who play a significant role in the evolution and transformation of the Purposeful Planning landscape. PPI Fellows share their practical wisdom through our weekly teleconferences and at gatherings such as the Annual Rendezvous and Fusion Collaboration
Courtney Pullen MA, LPC
Courtney Pullen M.A. is the President of the Pullen Consulting Group. He has more than 20 years of experience as an innovative leader in family wealth consulting. Courtney specializes in working with affluent families by tackling the complexity of wealth. He helps the family and its individual members thrive through values retreats, family meetings, leadership and succession trainings as well as individual coaching.
He brings forth his training as a psychotherapist, business and organizational consultant and pioneer of wealth psychology and blends these modalities into a powerful model to support the family business or the family enterprise.
He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He has also been interviewed and quoted by numerous publications including The Wall Street Journal, Barron’s, Atlantic Trust: The Advisor and Business Week. He is also on CPWA faculty at the University of Chicago Booth School of Business.Read more...
Courtney has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program.
He has spoken at regional and national conferences of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.
Dennis T. Jaffe, PhD
For over 40 years, Dr. Dennis Jaffe has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients.
Dennis’s work with families helps inform his training of financial advisors and wealth managers about the knowledge and skills needed to serve their client families. He is an acclaimed speaker and workshop leader in programs for business families and financial service firms.
For 35 years, Dennis was professor of Organizational Systems and Psychology at Saybrook University in San Francisco, where he is now professor emeritus. He received his B.A. in Philosophy, M.A. in Management and Ph.D. in Sociology from Yale University. Read more...
His books guide business families in working together to build a great family and a thriving set of family enterprises. They include
- Cross Cultures: How Global Families Negotiate Change Across Generations (co-authored with James Grubman),
- Stewardship of Your Family Enterprise: Developing Responsible Leadership Across Generations, and
- Working With the Ones You Love.
He is the creator of several widely-used tools to help families learn about themselves and constructively grow across generations. The Values Edge uses a deck of cards to help individuals and families create personal and organizational values pyramids. The on-line Family Enterprise Assessment Tool enables multi-generational business families to understand the current status of their family dynamics and enterprise, and explore their areas of difference.
As a member of Wise Counsel Research Associates, Dennis is now in third phase of his 100-Year Family Enterprise research project, resulting so far in three working papers.
His global insights have led to teaching or consulting engagements in Dubai, the Pacific Asia chapter of Family Business Network, and the Advisory Board of Chinese University of Hong Kong. He is part of the Polaris team working with the Family Business Network to create a roadmap for family and business sustainability.
He has been an active member of the Family Firm Institute since its inception, presenting at annual conferences, serving on the board, designing and delivering educational courses in their GEN program and writing for the Family Business Review. In honor of his achievements, Dennis was recognized with the prestigious Richard Beckhard Award for his contributions to FFI and the field.
He was also named Thinker in Residence in 2007 for South Australia, helping the region design a strategic plan for the future of Australian entrepreneurial and family businesses. He was the researcher for the JP Morgan 2005 study of best practices of multi-generational families, and a more recent study of succession in Asian families. In 2010 he was a visiting professor at the undergraduate family business program of Stetson University.
Dennis has been a frequent contributor to periodicals such as Family Business, Journal of Financial Planning, Private Wealth, Journal of Wealth Management, and Worth magazine. His work has been featured in Inc, NPR Marketplace, Entrepreneur, Time and The Wall Street Journal, and he was profiled in People Magazine. In 2005 he received the Editor’s Choice Award from the Journal of Financial Planning for his article on family business strategic planning.
Active in nonprofit governance, he served on the boards of the World Business Academy, Saybrook University, and the Center for Mind-Body Medicine.
As a founder and contributor to the field of organizational transformation and change leadership, Dennis co-authored a dozen influential management books, including Getting Your Organization to Change, Rekindling Commitment, and Take this Job and Love It! As founder of Changeworks Global, he guided organizations and family businesses to long-term change by unleashing the power of their employees. His research on the governance of start-up companies, After the Term Sheet is an important contribution to the field of entrepreneurship. He is co-creator of Mastering the Transition Curve, StressMap, and other tools that support personal and organizational success.
For three years, Dennis was co-editor of The Inner Edge, a magazine focused on spirituality in business. He was deputy director for research at the Macarthur Foundation sponsored Healthy Companies Network from 1992-95. As co-founder of the web firm MemeStreams, he pioneered on-line executive development tools. The video Managing People through Change was voted one of the Best Products of 1991 by Human Resource Executive. In the 70s, his holistic health books, From Burnout to Balance (retitled and reissued as Self-Renewal), and Healing From Within, were each honored with the Medical Self-Care Book Award. He was co-author of the international bestseller, TM: Discovering Inner Energy and Overcoming Stress.
James Grubman, PhD
Dr. Jim Grubman has provided services to individuals, couples, and families for over 30 years. His work with clients at many levels of affluence – from the “millionaire next door” to The Forbes 400 – has earned him a reputation as a valued family advisor. He draws on his experience as a psychologist, neuropsychologist and family business consultant, with specialty interests in trusts and estate law and family governance. He also brings his knowledge of the client’s perspective to his work with family offices, wealth management firms, attorneys, and other advisors.
Jim is the author of the widely-renowned Strangers in Paradise: How Families Adapt to Wealth Across Generations, an explanation of how individuals and families can adjust to wealth effectively over time. He is also co-author with Dennis Jaffe, PhD of Cross Cultures: How Global Families Negotiate Change Across Generations, extending the themes in Strangers in Paradise to ethnic cultures around the world. His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and in The Wall Street Journal, The New York Times, CNBC, The Boston Globe, and other media. He has published widely in the Journal of Wealth Management, Journal of Financial Planning, Private Wealth Magazine, and other journals.Read more...
A dynamic, sought-after speaker, Jim has presented at national and international conferences for his thought-leadership in wealth, psychology, estate planning, and wealth management. He has presented at the Heckerling Institute, TIGER21, the Institute for Private Investors, and the Family Firm Institute, among many others.
Jim is academic director for the Cultivating Your Family Legacy program at the Molson Executive Centre at Concordia University in Montreal, QB. He has also provided online advisor education resources and webinars for such organizations as Fidelity Family Office Services and the Family Office Exchange. As a faculty member of the McCallum Graduate School at Bentley University (2004 – 2008), Jim developed the first graduate-level-only course in the United States about psychological aspects of financial advising. He serves on the editorial advisory board for the Journal of Financial Therapy.
Jim is a Fellow of the Purposeful Planning Institute and the Family Firm Institute. He is a full member of the Boston Estate Planning Council and one of only two psychologists in the 20,000-member international Society of Trust and Estate Practitioners (STEP).
Jim has a master’s degree from the University of Michigan and a Ph.D. in psychology from the University of Vermont. His practice, FamilyWealth Consulting, is based in Massachusetts, USA.