In one of the three keynotes for our 2nd Annual Virtual Purposeful Planning Symposium, Thomasina Williams will address how to incorporate “family stewardship” into the purposeful planning equation. We preview that session in this episode, by exploring with Thomasina a definition of what constitutes “family stewardship” and why it matters both to clients and to advisors.

Join us for a lively discussion of answers to these key questions.

Guest Speaker:

Thomasina Williams is the founder of Sankofa Legacy Advisors, which uses a leadership development approach to help families navigate the unique opportunities and challenges of combining family and wealth, so they can build transgenerational legacies of success. She is also the creator of The FEW: Family Enterprise Women™, a leadership development experience for women in enterprising families that incorporates training, coaching, and community.

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute