Welcome
Thanks for visiting John A. Warnick, LLC. Here you will find a wealth of information on the various programs and offerings we provide. We serve a broad spectrum of professionals who are deeply interested in the flourishing of individuals and the strengthening of the fabric of relationships which connect individuals within families, trusts, family businesses and foundations.
John A. Warnick, LLC is a multifaceted company that encompasses the work of two distinct organizations:
The Purposeful Planning Institute offers a variety of services and learning opportunities designed for professionals who serve families of wealth through the Purposeful Planning Collaboration, The Learning Academy and Purposeful Planning Conferences and Workshops.
The Institute also offers an invaluable and unique service for planned giving professionals, community & family foundation leaders, philanthropic consultants, and other advisors who are genuinely dedicated to philanthropy through the Purposeful Philanthropy Forum.
Family Wealth Transitions & Solutions is a consulting firm that assists clients and their advisory teams in the areas of Purposeful Planning, Trust Design & Implementation. Through his own law practice, John A continues to provide cutting edge services for the design of multi-generational trusts to minimize transfer taxes and avoid state income taxes.






