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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.
For the past two centuries, J.P. Morgan has helped people like you achieve their personal and financial goals through every kind of market. Today, our advisors are uniquely prepared to help you navigate the highly-personal world of significant wealth.
FOX created this community of family members, family office executives, and trusted advisors to encourage peer dialog, promote continuous learning, develop benchmarks and best practices, and provide solutions to the unique challengese and opportunities successful multi-generational families face.
Sustaining multi-generational wealth takes dedicated effort and a thoughtful, tailored approach. The Merrill Center for Family Wealth works exclusively with our clients of significant wealth to help prepare families and future generations with the insights, skills, and confidence to navigate wealth’s impact on themselves, their families, and their communities.
We are founded on family and focused on clients. Our comprehensive resources and service-centric mindset allow us to give advice that is objective and focused on your best interests. Serving as your partner, we operate in a capacity that extends beyond traditional wealth management.
Individuals and families who seek to achieve bold philanthropic goals come to Arabella Advisors for support designing, building, and evaluating their efforts. Our experienced, dedicated team has a finely tuned understanding of the needs of individual and family clients resulting from years of experience in facilitation, family dynamics, governance, and grantmaking. Whether a donor is new to the field or a veteran, Arabella makes the most of their time and resources, maximizes their philanthropic investments, and helps them reach the outcomes they find most rewarding.
Ascend Healthcare is a treatment facility that provides a healing and welcoming environment for teens struggling with mental health and addiction issues. Our focus on family, passion, and empowerment allow us to transform the lives of our clients and help them fulfill their full potential
The Bailey Program for Family Enterprise at the University of Denver is a comprehensive educational community that features roundtables, peer forums, workshops, and site tours for members in family businesses, family offices, and their advisors. https://daniels.du.edu/family-enterprise/
Find out how relationship-centered financial planners use COREnology to connect their clients’ values and priorities with their financial plans.
College giving is complicated. FAR knows higher education and helps donors and their advisors ensure that every gift makes a real difference.
Journey Sixty6 is a creative consulting and editorial services firm for family businesses and those who serve them.
Koplin Consulting is passionate about providing mental health and coaching services which allow individuals life-changing help in real life and in real-time. By working alongside our clients in their daily lives, surrounded by the people they normally interact with, new habits and behaviors are formed based on real-time feedback from their coach.
Museum Exchange is the first online platform devoted to facilitating donations of art. With over 300 museums participating from around the country, we can help your clients maximize the impact of their philanthropy.
Renown Publishing guides UHNW families on an 18-month transformational storytelling experience, capturing their most cherished values in a meticulously written memoir that becomes a powerful tool for their family’s future. Led by award-winning wordsmiths (#1 best-seller lists achieved include The New York Times, Wall Street Journal, USA Today, and Amazon), Renown has a proven track record of 200 books written and a process that culminates with legacy boxes for family members that contain a heartwarming letter and a beautifully bound book from the patriarch and matriarch.
The American College of Financial Services remains the best investment for aspiring professionals, enterprise leaders, and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. It’s a mission rooted in history and focused on the profession’s future. Expand your opportunities with us.
Catalog your personal property, or plan your estate with our free home inventory tools. Our new AI tool is fast, easy, and free, so streamlines the often overwhelming task of listing everything.
My mission is to support successful but overwhelmed parents who want it all for their families, while also living fulfilling personal lives and/or running a family business or foundation.
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