PPI is dedicated to creating a Purposeful Planning Revolution that transforms the way estate planning is done and to mastering and promoting the principles and practices of client-centered planning. Mission To explore and share best practices for legacy families and families in business To foster more frequent and effective collaboration among the advisors serving these families To promote prosperous and sustainable practices and the growth of our individual members, their practices and firms Collaborators Our members are professionals from a broad spectrum of those who serve families of wealth and families in business including lawyers, wealth managers, trust officers, planned giving experts, psychologists and therapists who are family business and family wealth advisors. Members of the Purposeful Planning Institute (PPI), the network of members actively engaged in Purposeful Planning, are known as Collaborators. Collaborators receive full access to weekly Thought Leader & Industry Innovator teleconferences, special members only discounts and priority registration for workshops and events, a listing in our private directory of members, and more.