Consent Preferences

8 Jul

Purposeful Planning Institute

An engaging online conversation about family business succession through a distinctive lens.

Starting Time:

July 8, 2025

Ending Time

July 8, 2025

The Purposeful Planning Institute presents "She's Next," an engaging online conversation with three Black women who defied odds to succeed their fathers as CEO in male-dominated industries. Facilitated by Thomasina Williams, this event offers a powerful and distinctive look at family business succession. Despite a lack of initial planning, these thriving leaders navigated complex issues like sibling dynamics, stepparent involvement, unclear succession plans, and systemic barriers.

More events for you

Below are our upcoming events. We hope to see you at one of them.

Oct 8
When Helping Helps — and When It Doesn’t: Helping Now in Ways that Create Possibilities for What’s Next

How can you be responsive to what someone needs today while also strengthening what they will be able to navigate for themselves tomorrow?

Oct 17
TKG African American Family Wealth Summit

Plenary: “From Financial Wealth to Generational Wealth: Who Does My Family Need to Be and What Capabilities Do We Need to Strengthen? PLUS ”Breakout: “From Feelings to Functioning: What Is Mine to Do When Family Members Have Less?”

We help families develop leaders to sustain both their financial wealth and their individual and collective well-being across generations.

INVEST IN YOUR FAMILY LIKE YOU INVEST IN YOUR BUSINESS®
Contact Us
501 N. Orlando Ave.
#313-303
Winter Park, FL 32789-7313 USA
Call us at 888.807.2656
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