by Purposeful Planning Institute
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
Language
🇺🇲
Publishing Since
12/23/2022
Email Addresses
1 available
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March 27, 2025
Donating art and collectibles can be a meaningful way to preserve a legacy, but the process is often complex. In this episode, we explore the nuances of gifting to museums and galleries across North America—legal considerations, donor intent, and institutional needs. Join us for an insightful conversation on the art of giving wisely.
March 11, 2025
When clients fall into the trap of problem solving when they are facing a polarity, they entrench in epic battles. Join Cathy Carroll, author of "Hug of War: How to Lead a Family Business With both Love and Logic" to learn the key to resolving conflict when both sides are right.
February 28, 2025
Into every life a little rain must fall' - but what if it's not so much a shower, more a downpour? Advisors can best support clients when they know through experience what makes a real difference during tough times. Ian McDermott has been working with individuals, families, teams and organizations for 45 years. In this session he'll be sharing how to deal with setbacks by offering tools and strategies that can benefit advisors and clients alike.
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