Purposeful Planning Institute
The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting-edge processes and techniques.
PPI is designed to support professional advisors who want to serve their clients and their clients’ families in deeper and more positive ways. 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 consultants and family wealth advisors. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration.
purposefulplanninginstitute.com/
PPI is designed to support professional advisors who want to serve their clients and their clients’ families in deeper and more positive ways. 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 consultants and family wealth advisors. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration.
purposefulplanninginstitute.com/
PPI and This Website
The following are specific elements from PPI as an organization that are congruent with my Self/Systems framework, which is the foundation of this website. This list is the rationale for the inclusion of a PPI page on this website.
This congruence allows both audiences, the regular followers of this website and PPI members, to understand a.) the power of systems theory to explain human phenomena across different domains, and b.) the ability to use it with the conceptualization of the self (the core concept of Bowen theory). My Self/Systems framework provides a vehicle for the bridging of these two groups.
The following are specific elements from PPI as an organization that are congruent with my Self/Systems framework, which is the foundation of this website. This list is the rationale for the inclusion of a PPI page on this website.
- A clear and strong focus on the family of the clients, not just on individuals
- A broad and long term perspective of the family over multiple generations
- The critical importance of relationships, between advisors and clients, and among advisors as collaborators
- The clear and strong desire to keep learning
- The assumption of the possibility of change for the better
- The specific interest in Bowen theory
This congruence allows both audiences, the regular followers of this website and PPI members, to understand a.) the power of systems theory to explain human phenomena across different domains, and b.) the ability to use it with the conceptualization of the self (the core concept of Bowen theory). My Self/Systems framework provides a vehicle for the bridging of these two groups.