Purposeful Planning Institute
The Purposeful Planning Institute (PPI) is a nonprofit learning center and professional networking platform based in Fort Lauderdale, FL, aimed at enhancing the skills of advisors and consultants who work with families of wealth and family enterprises. Through its wide range of programs, PPI provides valuable resources and a collaborative community that empowers professionals to navigate the complexities of wealth and well-being effectively.
Targeting both seasoned experts and those new to the field, PPI offers educational content, training, and networking opportunities designed to transform client relationships and improve practices. The Institute serves professionals from various disciplines, including attorneys, financial advisors, and family wealth consultants, fostering a supportive environment to elevate member impact and client service.
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