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Secrets of Highly Successful Philanthropic Advisors & Consultants

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The Journey to Purposeful Mastery: Secrets of Highly Successful Philanthropic Advisors & Consultants
Presenter: John A. Warnick, Purposeful Planning Institute

John A. Warnick has been interviewing some of the most successful philanthropic advisors and consultants who have been pioneering service models and practice offerings for legacy families and families in business. Almost all of these pioneers have built a practice from scratch. What obstacles did they face in their respective journeys to purposeful mastery? What have been the keys to their success? What was their formula for creating a flourishing and sustainable practice in this field? In this session John A will share valuable lessons he learned from the Philanthropic Advisors and Consultants he has interviewed to date.

John A. Warnick, Esq., Founder of the Purposeful Planning Institute
John ("John A”) Warnick is the founder of the Purposeful Planning Institute, a multi-disciplinary community of 250+ advisors and consultants who are united by their passion for exploring and sharing best practices for families of wealth and families in business and in fostering more frequent and effective collaboration among the serving profssions. He also spends approximately 50% of his time in his law and consulting practices.

John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client’s core values. He delivers workshops across the nation for estate planning attorneys, planned giving professionals, wealth managers, life insurance professionals, and trustees around the Seven Keys of the Purposeful Trusts U Gifts. He facilitates family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.

He was the author of two BNA (Bureau of National Affairs) Tax Management portfolios. He co-authored "Selecting a Trust Situs in the 21st Century” which was published in the March/April 2002 issue of Probate and Property. He is the author of The Purposeful Trust Handbook and is currently completing a book entitled "Connecting Church and Estate -- Integrating Your Faith and Values in the Estate Planning Process" and is working on another book entitled The New Vocabulary of Family Wealth.

Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

Prior to launching the Purposeful Planning Institute, John A was a partner in the Denver office of Holme Roberts & Owen LLP for almost eleven years after practicing in Nevada and Wyoming previously.

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