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.
Family History: Unleashing the Potential of Your Family's Beautiful Complexity
Purposeful Planning Podcast
31 minutes 33 seconds
6 months ago
Family History: Unleashing the Potential of Your Family's Beautiful Complexity
Meet Dr. Karen McNeill, PPI’s new Dean of Family Stories, History, and Culture. As you will soon discover, she is passionate about the potential for families to nourish a thriving family culture by exploring the unique, complex, and unfinished tapestry that is their shared past, present, and future. Learn about many ways to integrate history into your work with multi-generational families as well as why it matters.
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.
