Thought Leader & Industry Innovator 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 Webinars


June 13, 2023

@ 12:00 pm EST

Philanthropy has been subject to the seismic shifts we’ve all been experiencing: political polarization, the expansion of the billionaire class, debates on personal freedoms, a resurgent focus on racial and economic justice, and much more. Further, those societal changes are occurring in concert with the more private shifts that are happening within the families we advise: the “Great Wealth Transfer”, expanded notions of family, and a growing mental health crisis, to name a few. For giving families, philanthropy sits at the nexus of all these issues. This webinar will review the latest trends in the sector and how advisors can better support their generous clients through a shifting landscape.

July 11, 2023

@ 12:00 pm EST

 The best intergenerational transitions are developed through open communication and ongoing dialog within the entire family, and particularly when the next generation has a voice in planning the future.  Once the family is clear about their future goals, then excellent plans (that are also tax efficient) may be developed.  Too often advisors to families of wealth and family businesses see the senior generation - in particular the wealth creator - as their primary, and often, only client.  Such planning often fails with the death of the senior generation when the next generation falls into conflict. Designing continuity is a process that weaves together issues of love, power, and money.

August 7, 2023

@ 12:00 pm EST

While much has been written and discussed about the Rising Generation, Kristin Keffeler presents us a new paradigm for this generation as well as practical tools for being an effective advisor to them. Join PPI Dean of Fusion Tim Belber for an eye opening conversation and a look at the rising generation beyond the stereotypes.
Silver Spoon