Stephanie Ellis Smith sits down with Courtney Joyner Gage to explore her work in sustainability and impact investing through Aligned Impact and PPI. Courtney unpacks the spectrum between traditional investing and philanthropy, clarifies common misconceptions, and highlights the importance of aligning investments with personal values.

Explore the innovative world of purpose trusts and their transformative impact on business ownership and succession planning. Join us as we delve into how companies are shifting from traditional profit-centric models to structures that prioritize mission, sustainability, and stakeholder value. We'll discuss the mechanics of purpose trusts, their benefits, challenges, and real-world applications, offering insights into this emerging trend that's redefining corporate governance.​

Why healthcare navigation is a critical yet often overlooked risk in comprehensive wealth and legacy planning.

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.

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.

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.

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.

How advisors work together to support clients’ philanthropic interests. 

Talking Points: 

Steve Legler and John Campbell discuss the prevalence of addiction issues that seem to show up in many families that PPI members serve. It can be a very tricky area for advisors, and Steve and John talk about that and how advisors can position themselves as a resource and referral source for such families when the time arises.

BIOGRAPHY

Born and raised in Dallas, Texas, John struggled with drug and alcohol addiction at an early age. He is proud to say that through the process of attending the right treatment center and residing in sober living, he has maintained sobriety since 2008. John’s caring and compassionate nature led him to seek a career in the helping profession, so he accepted a position as an overnight technician at a treatment center in 2009. This launched him into an academic and career path focused on helping those and their families impacted by addiction and mental health issues.

John completed his Bachelor of Arts degree from Southeastern Louisiana University, followed by his Masters of Science degree in Social Work at Louisiana State University. John previously served as Clinical Director at Powerhouse Services in Baton Rouge, Louisiana, where he was employed for close to a decade. He also has previous experience as a Social Work Case Manager at St. Clare Psychiatric Hospital. While working in these various roles, John gained extensive knowledge and experience working with individuals battling addiction and families struggling with codependency.

Today, John Campbell is a Licensed Clinical Social Worker, Licensed Chemical Dependency Counselor, Certified in Brainspotting, and trained in Psychodrama and Experiential work. John’s experience overcoming his addiction and working in several different treatment settings drove him to join the ownership team that founded Casa Colina Treatment Center in 2017.During his time as owner and CEO of Casa Colina, John has had the privilege of being connected to like-minded professionals and treatment facilities across the country for addiction and mental health disorders. These connections have allowed John to help numerous individuals and families find the path to freedom and recovery. This passion drove John to look for other ways to help individuals and families in the Dallas area. The result is John decided to establish Campbell Recovery Services in 2022. Campbell Recovery Services will allow John to use his skills as a clinician to help those find the same opportunities in recovery that he was given.

John currently resides in Dallas with his wife Ashley of nearly two years and their two dogs, Rambo and Stella. Outside of Casa Colina and Campbell Recovery Services, John enjoys rooting for his two favorite football teams, the LSU Tigers and Dallas Cowboys. John also loves working out, and lifting weights, and can oftentimes be found on a golf course.

In this discussion, I will share my experience working with families around issues related to chronic illness in the next generation. We will explore how to set reasonable expectations for adult children struggling with chronic mental and physical health issues, review my ECHO Legacy framework to help families overcome barriers to successful transitions, and go over useful tips for improving communication when someone has a chronic illness. Join us to gain valuable insights and strategies for navigating these challenges within your family.