Upcoming Webinars

PPI members have access to educational 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? We invite you to join us as a guest for an upcoming webinar (limit one per calendar year) to see the value our programs provide. Simply fill out the form on the event details page to request guest access to an upcoming webinar or become a member today to access all live and archived sessions.

Upcoming Events

Thought Leader & Industry Innovator Webinars


March 14, 2023

@ 12:00 pm EST

If your principal died last night without a funeral plan, what would you be doing today? Jeff Lambert, former family office executive, will walk through a case study of the planning he co-led for his former G1 principals that spanned nearly nine years. This planning and effective execution led to very grateful family members at a time of deep personal loss.

April 11, 2023

@ 12:00 pm EST

At root, all PPI members do similar work: we assess, recommend, and serve flourishing family enterprises.  How do we assess the strengths, weaknesses, and gaps in a complex family enterprise?  The older generation and owners may be losing sleep as they assess the capacity of the next generation.  They do not have a validated process to assess and recommend next steps.  Also, many Next Gen leaders (family and non-family) do not know how to demonstrate their capacity.  Those two problems often prevent decision-making about succession, strategic planning, compensation, and governance.  In this session, you'll learn about a validated digital 360 assessment process that many PPI members may be interested in using immediately. 

May 9, 2023

@ 12:00 pm EST

For over 30 years, Elizabeth has worked with families and family-owned businesses to navigate the complex dynamics that are part of every family’s wealth transition to next-generation owners. Join Elizabeth to learn about the people first approach and walk through the six crucial ingredients that make up the foundation of a great business transition journey.