Flyout Menu
We are accepting nominations and applications for breakout sessions at the 2024 Rendezvous! If you are interested in presenting or facilitating a discussion at Rendezvous, please carefully review the Request for Proposals. Once you have done that, please complete the Speaker Information Form by Monday, January 16th.
Lecturer on Law
Harvard Law School
Polarities: Harnessing Opposites to Achieve the Benefits of Both / And
We all face situations where the instinct is to choose between two “opposites.” Yet neither opposite, on its own, is enough. Should we prioritize the legacy of the family or the need for innovation in the family business. Should we give the NextGen flexibility and autonomy or impose structure? Should we press for change or keep with tradition? The answer isn’t one or the other, it’s Both / And.
The opposites listed above are examples of “Polarities” – where the benefits of Both are needed over time. With polarities, the singular use of one opposite ultimately leads to failure; success requires both. The difficulty is that we each have preferences, so we overvalue the opposite that we prefer and ignore, resist, or discount the one we don’t. In our personal lives and professional endeavors, this approach limits our happiness and interferes with our success.
During the keynote, Betsy will help us explore the power and strategic approach of Both / And through the framework of Polarities.
Certified Conflict Coach, Mediator, Consultant & Principal
Dovetail Resolutions, LLC
Relationship Advisor
Kindred Advising/LRB Coaching & Consulting, LLC
Founder
Legacy Onward
Principal
Trella Advisory Group
Founder and President
Share Save Spend®
Philanthropic Advisor,
DonorsTrust
Head of Family and Individual Services
Arabella Advisors
Partner
Featherstone Holdings
Managing Director and Head
Merrill Center for Family Wealth™
Purpose & Legacy Coach & Advisor
Perry Gladstone Consulting
Attorney and Counselor at Law
Angel Advocates, PLLC
Coach and Consultant
In Three Generations
Relationships & Wealth Psychologist
Director
Merrill Center for Family Wealth™
CEO and Independent Philanthropy Advisor
Richard C. Peck Consulting, LLC
Managing Director, Private Wealth Advisor
Merrill® Private Wealth Management
Founder & Dreamer
Gifts of a Lifetime, LLC
Founder
Lewis Weil Co
Get ready to be inspired! We’ve curated an outstanding lineup of keynote speakers and interactive breakout sessions for this year’s Rendezvous. Keep an eye out as we’ll be unveiling the details of our keynote and other main stage sessions later this week. Don’t forget to check back!
Behavioral Insights Advisor
Northern Trust
Partner / Gardener of Belonging
Cultivating Leadership
Founder
Renown Publishing
Founder
Legacy Onward
Principal
Cathexis Group
Founder
Action Learning Associates
Founder
PhilanthroComm
Founder
Wellth Works
Philanthropy Advisor
Karma & Cents
Founder
Dynamics of Family Wealth
Co-Founder
Enclave
Managing Director
Pathstone
Partner
Financial Life Focus
Family Office & Trustee Liability Group Leader
Woodruff Sawyer
Founder & CEO
Tamarind Partners & Tamarind Learning
Co-Founder & CFO
Graddha, LLC
Coach and Consultant
In Three Generations
Chief Operating Officer & Director
Phila Engaged Giving
Legacy Coach
Sierra Legacy Consulting, LLC
Managing Director, Family Engagement & Governance
JP Morgan Wealth Management
Director of Philanthropic Advisory Services
Northern Trust
Co-Founder & CEO
Graddha, LLC
Independent Advisor to Families
Managing Director
EisnerAmper Center for Family Business Excellence
Founder and President
Share Save Spend®
Director of NextGen Advisory Services
Northern Trust
Transformation & Integration Coach and Founder
Inspired Collaborations
Consultant
The Family Business Consulting Group
Director of Philanthropic Services
Arlington Trust Company
Director of Aging Services
O’Connor Professional Group
Managing Director, Head of Family Engagement & Governance
JP Morgan Wealth Management
Family Legacy Coach & Advisor
TSI Heritage
Principal
Schwartzman Advising
Founder
Sankofa Legacy Advisors
Director of Learning Experience
Tamarind Learning
COO & Senior Managing Director
Willow Street Group
Director of Family Governance
Cresset
We look forward to hosting Rendezvous at the beautiful Westin in Westminster, Colorado! We have negotiated a very favorable rate for our attendees (booking link provided upon registration). Ideally positioned 15 minutes from both Denver and Boulder, The Westin Westminster provides convenient access to shopping, restaurants, and abundant outdoor recreation afforded by the Rocky Mountains.
We look forward to hosting Rendezvous at the beautiful Westin in Westminster, Colorado! We have negotiated a very favorable rate for our attendees (booking link provided upon registration). Ideally positioned 15 minutes from both Denver and Boulder, The Westin Westminster provides convenient access to shopping, restaurants, and abundant outdoor recreation afforded by the Rocky Mountains.
The cut-off date is July 10, 2023. Reservation requests made after that date, or after our block has been filled, will be based on the hotel’s prevailing rates and availability at that time.
The non-member Rendezvous registration will automatically include a full one year membership. (A $750 dollar value) Or you can click here to join now.
Preferred Pricing is Available Through June, 12 2024
Standard Rates: After June 12th, rates will increase to $1,935 for PPI Members and $2,535 for non-members.
Member Rate: $1,545
Non-Member Rate: $2,145
Not a member? For a limited time only, new members will have the option to add an annual membership for only $200 at check-out ($550 saving). Or you can click here to join now.
The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.
We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure or contact us for more information.
The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.
We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure or contact us for more information.
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