This year’s theme, Navigating Change: Building Capacity. Empowering Wellbeing, emerged from the understanding that the pace of change is accelerating and can be overwhelming. We can’t get ahead of it, and we can’t manage it alone. Through connection and collaboration, we can go from struggle to strength, expand capacity, and empower wellbeing in ourselves and our clients.
We invite you to join us to gain transformative insights, strengthen your practice, and build deeper connections within a community of forward-thinking professionals.
In past years, we have sold out and closed registration early. We encourage you to register early to secure your spot.
Founder & CEO
xchange
Many advisors understand that expertise alone is no longer enough. As the needs of organizations, family offices, and multi-generational systems grow more complex, the ability to facilitate meaningful conversations across the generations is a major differentiator.
That’s why we’re excited to bring you an immersive experience in the art and science of facilitation, led by one of the most sought-after facilitation teachers in the world, Jon Berghoff, Founder of xchange.
This is about expanding your capacity to help clients navigate bigger challenges, unlock deeper clarity, strengthen trust, and move important conversations forward.
Through this two-part experience, you’ll discover how powerful questions and well-designed conversations can elevate the value you bring, deepen your impact, and set you apart in a crowded field.
You’ll leave with practical tools, greater confidence, and a bigger vision for what’s possible in the work you do, helping families flourish and optimize their wellbeing.
Head of Family Engagement & Governance
JP Morgan Wealth Management
Head of Advisor Development
Morgan Stanley Wealth Management
Independent Advisor to Families
21/64 Trainer, certified Story Facilitator, Author. Founder
PhilanthroComm
Former Counselor-at-Law, Author
Founder & CEO
leafplanner
Principal, Josh Kanter Wealth Advisory Services360
21/64 Trainer, Author, Founder,
Schwartzman Advising
CEO & Strategic Advisor
Six-Point Strategy
Founder
Purposeful Planning Institute
Co-Founder
Inheriting Wisdom
President
Pullen Consulting Group
Consultant
The Family Business Consulting Group, Inc
Managing Director
J.P. Morgan Wealth Management
Chief Client Officer,
Partner
Aspiriant
Executive Director, Family Engagement and Governance
J.P. Morgan Wealth Management
President
Legacy Onward, Inc.
Founder & Principal
Performance Driven Consulting
Owner & CEO
Share Save Spend
Owner
The Professional Trustee
Director, Center for Family Wealth Principal
Merrill Center for Family Wealth®
Managing Director & Head
Merrill Center for Family Wealth®
Family Enterprise Transition Specialist
Perry Gladstone Consulting
Founder & CEO
Ascend Healthcare
CEO
Action Learning Associates
Senior Vice President & Director, Philanthropic Advisory Services
Northern Trust
Client Engagement Director
Bench Consulting
Owner, CEO
Sierra Legacy Consulting
Principal
CFAR Consulting and Coaching
Director
Pathstone
Founder & Principal
Holub Consulting, LLC
Managing Director of Family Learning
Matter Family
Office, LLC
Principal
Consulting
Solutions, LLC
Consultant
Continuity Family Business Group
CEO
Koplin Consulting
Director of Legacy and Learning
TFO Family Office Partners
Founder & Principal
MacDonald Wealth Associates
Principal
Tony Macklin Consulting
Relationship Manager
Family Office Exchange
Director
Merrill Center for Family Wealth®
Founder & Principal
PIVOT Strategic Philanthropy
Founder
Eredita Consulting, LLC
Managing Director
JP Morgan Family Engagement & Governance
Founder & CEO
Tamarind Partners and Tamarind Learning
Founder
Guiding Generations
Founder & Principal
Aligned Family, LLC
Financial Counselor
GamFin
Principal
Jeff Strese Consulting Group
Managing Director
Phila Engaged Giving
Founder
Ascend Family Advisory
Independent Advisor to Families
We’re thrilled to host Rendezvous 2026 at the stunning Limelight Hotel in Boulder, Colorado. Nestled steps from vibrant shops, restaurants, and scenic trails, the Limelight offers the perfect blend of accessibility and serenity—an ideal backdrop for PPI’s signature learning, connection, and community. We can’t wait to see you there!
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.
Early Bird Pricing is Available Through April 26th! Secure Your Spot Before Rates Increase.
Preferred Rates: After April 26th, rates will increase to $1,685 for PPI Members and $2,285 for non-members.
Preferred Pricing is Available Through June 14th! Secure Your Spot Before Rates Increase.
Standard Rates: After June 14th, 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.
Rendezvous isn’t your typical conference—it’s a thoughtfully crafted experience that combines peer-led experiential learning with plenty of open space to foster meaningful conversations and connections. To help you make the most of your time with the PPI community, we’ve also curated some amazing social and networking activities before and after the main event.
These optional events are perfect for deepening relationships, exploring the local area, and extending the spirit of Rendezvous beyond the scheduled sessions.
Take a look before you book your flight—you won’t want to miss them!
Rendezvous isn’t your typical conference—it’s a thoughtfully crafted experience that combines peer-led experiential learning with plenty of open space to foster meaningful conversations and connections. To help you make the most of your time with the PPI community, we will be curating some amazing social and networking activities before and after the main event.
These optional events are perfect for deepening relationships, exploring the local area, and extending the spirit of Rendezvous beyond the scheduled sessions.
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 gratefully acknowledges the generous support of our sponsors. Their partnership powers our programs, strengthens our community, and helps us deliver meaningful, lasting impact.
Sponsoring PPI is more than just support—it’s a statement of leadership. It signals your commitment to advancing client-centered planning and to being part of a movement that’s shaping the future of purposeful planning.
We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure or contact us for more information.
