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About the MasterClass
This session is designed for those who see wealth as more than numbers—and want to ensure it serves generations to come. PJ will share the practical tools and mindset framework he uses to help families align their resources, relationships, and responsibilities. Hosted by Danielle Patterson, the discussion will explore what it really takes to move from profit to purpose—and why that shift may be the most important legacy decision you ever make.
Who Should Watch
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Family Office principals and next-generation leaders
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Advisors and operators guiding family enterprises
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Wealth creators seeking a values-based approach to stewardship
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Anyone looking to integrate purpose, governance, and continuity
What You’ll Learn
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How to identify what truly matters—and measure your progress
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How to apply PJ’s H, W, L, H, R, and S Framework to align money, mindset, and family life
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The most common challenges families face globally—and the practical fixes that work
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Three actions you can take this week to begin shifting from profit to purpose
Topics We Cover
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Beyond the Balance Sheet: How to build a durable family legacy
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Mindset Meets Money: Applying purpose to daily choices
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Frameworks for Continuity: The tools PJ uses to align family and finance
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Real-World Lessons: What decades of advising top families has revealed
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Living What Matters: Turning wealth into a generational force for good