In this episode, guest host Natalie McVeigh of Oikonomia and a member of the PPI Education Development Committee is joined by Kathy Wiseman of Working Systems, Inc, The Family Portfolio and faculty at The Bowen Center for the Study of the Family, for a reflective conversation on family systems theory in practice. Together, they explore what it means to view families and organizations through a systems lens, how this perspective shapes both personal and professional journeys, and why it is so valuable when working with complex family dynamics. Drawing on Kathy’s deep experience in systems thinking, the conversation highlights practical insights for advisors seeking to better understand patterns, relationships, and long-term impact across generations.

For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in preparing the rising generation and maintain harmony, many families don’t know where to begin and when and how much to share. Often, they feel pulled toward two opposing choices: disclose everything or disclose nothing. In this sense, disclosure feels like an on/off switch. At the Merrill Center for Family Wealth®, we have developed a progressive approach that makes wealth conversations efficient and productive for families. Thus, rather than viewing wealth disclosure communications as an on/off switch, we suggest viewing it as a dimmer switch.

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.

When the going gets tough...what then? Advisors can best support clients when they know through experience what makes a real difference during tough times.  Our own experience can give us so much to draw on if we've learnt how to handle ourselves better. In Part 1 Ian gave us three approaches that really make a difference. Now in Part 2 he gives us three new tools - how to cultivate flexibility, how to change perspective and how to keep going - with lots of practical examples.

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.