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.

Mar 30
Leadership & Legacy Reimagined™: Lead from Within. Change What Becomes Possible

A curated 9-week leadership development experience for women in families with significant shared assets who want their children, grandchildren, and future generations to stay connected — and are willing to lead with greater courage to make that connection more likely.

May 27
Thrivent | The OPRAS Strategy for Self-Leadership

This session introduces the OPRAS Strategy, a five-part framework designed to help you stay grounded, composed, and connected when family tensions are high. By learning to respond based on deliberate choice rather than reflexive autopilot, you model a "way of being" that opens the door to new possibilities for your family and the generations to come.This is the final session in a three-part webinar series called Lead with Grace Across Generations. It is for individuals who care deeply about their family and want to navigate life’s inevitable challenges with greater awareness and grace. Grounded in a family systems approach to leadership, all three sessions focus not on “fixing” others or improving communication skills, but on strengthening your capacity to manage your own reactivity when tensions rise.

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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