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.
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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.
As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and CEO of the National Center for Family Philanthropy about what effective family philanthropy looks like today—beyond metrics and mission statements. Together they explore how clarity of purpose, equity, and family alignment can make giving both more joyful and more purposeful. Tune in for a grounded, hopeful discussion about how generosity can meet this moment with intention and impact.
Purposeful Planning Podcast
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.
