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John "John A" Warnick Email & Phone Number

Purposeful Planning Institute Founder; Collaborator and Multiplier; Initiator of the Eight Keys of Purposeful Trusts and Legacies at Family Wealth Transitions & Solutions
Location: Denver, Colorado, United States 8 work roles 3 schools
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Current company
Family Wealth Transitions & Solutions
Role
Purposeful Planning Institute Founder; Collaborator and Multiplier; Initiator of the Eight Keys of Purposeful Trusts and Legacies
Location
Denver, Colorado, United States

Who is John "John A" Warnick? Overview

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John "John A" Warnick is listed as Purposeful Planning Institute Founder; Collaborator and Multiplier; Initiator of the Eight Keys of Purposeful Trusts and Legacies at Family Wealth Transitions & Solutions, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for John "John A" Warnick.

John "John A" Warnick previously worked as Consultant at Family Wealth Transitions & Solutions and Founder, Member of the Board of Directors at Purposeful Planning Institute, A Colorado Non-Profit Organization. John "John A" Warnick holds J.D. With Honors, Law from The George Washington University Law School.

Profile bio

About John "John A" Warnick

I assist families in transferring much more than money to their heirs. I also empower them to invest in their relational wealth and to discover the joy of a shared philanthropic journey with their family.I want to transform the way lawyers and financial planners provide estate and financial planning services. I believe the Six Paradigms of Purposeful Planning and the Seven Keys of Purposeful Trusts are transformative. They produce "tears at the signing ceremony" when clients understand that their estate planning or business succession documents have captured their voice, vision, life wisdom and values. And they lead to "tears of gratitude" when the inheritor hears their parent or grandparent's voice in a document and understands the great love the grantor had for them and the enhancing gift they have received. As one Collaborator has said, "I believe I do my highest and best worth when I am helping a client put together a Purposeful Trust."Specialties: Purposeful Trusts and Purposeful Planning.Training heirs and beneficiaries to understand their roles and responsibilities and to empower them to find their dream and calling while becoming wise stewards.Consulting with trustees--both in the corporate world and in the private trust company space--and family offices to provide them with awareness of best practices to serve their client families and with connections to world class resources to meet every challenge.

Listed skills include Leadership, Estate Planning, Estate Administration, Llc, and 37 others.

Current workplace

John "John A" Warnick's current company

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Family Wealth Transitions & Solutions
Family Wealth Transitions & Solutions
Purposeful Planning Institute Founder; Collaborator and Multiplier; Initiator of the Eight Keys of Purposeful Trusts and Legacies
Denver, CO, US
8 roles · 35 years

John "John A" Warnick work experience

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Role listed

Family Wealth Transitions & Solutions

Denver, CO, US

Consultant

Current
Family Wealth Transitions & Solutions

Empowering legacy families to transfer much more than money to the rising generations of their family. We utilize an assessment tool that measures both readiness and consensus in twelve areas that are critical for transitional success. With this diagnostic tool we are able to create a strategic roadmap for planning objectives and family meetings.For.

Feb 2010 - Present

Founder, Member Of The Board Of Directors

Current
Purposeful Planning Institute, A Colorado Non-Profit Organization

The Purpose of the Purposeful Planning Institute (“PPI”) is (1) to explore and share best practices for legacy families and families in business, (2) to foster more frequent and effective collaboration among all of the advisors and consultants serving those families and (3) help our members discover the keys to flourishing and sustainable practices..

Jan 2010 - Present

Counselor And Attorney At Law

Current
Law Office Of John A. Warnick

I work with clients who want to pass more than money to their heirs and leave a lasting legacy. I assist clients in developing a purposeful mindset which leads them to greater clarity around their legacy goals. My clients use the Eight Keys of Purposeful Trusts to lift their estate planning documents out of the traditional realm of sterility and.

2010 - Present ~16 yrs 4 mos

Fellow

Washington, D.C., US

I am currently on sabbatical status with the American College of Trust and Estate Counsel, following a lengthy battle with a brain tumor which resulted in successful surgeries in 2022 and 2023.

Dec 1993 - Apr 2022

Past Board Member

International Association Of Advisors In Philanthropy

member of the Board of Directors, past Secretary/Treasurer of the Board of Directors, past member of the Education Committee of AIP, Conference Committee Chair 2013

Apr 2010 - May 2013

Partner

Brown, Drew, Massey & Sullivan

Tax Attorney with an emphasis on Wealth Transfer Planning

1991 - 1998 ~7 yrs
3 education records

John "John A" Warnick education

J.D. With Honors, Law

The George Washington University Law School

Ba, Political Science

Brigham Young University

High School Diploma

P. K. Yonge Laboratory School
FAQ

Frequently asked questions about John "John A" Warnick

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What company does John "John A" Warnick work for?

John "John A" Warnick works for Family Wealth Transitions & Solutions.

What is John "John A" Warnick's role at Family Wealth Transitions & Solutions?

John "John A" Warnick is listed as Purposeful Planning Institute Founder; Collaborator and Multiplier; Initiator of the Eight Keys of Purposeful Trusts and Legacies at Family Wealth Transitions & Solutions.

Where is John "John A" Warnick based?

John "John A" Warnick is based in Denver, Colorado, United States while working with Family Wealth Transitions & Solutions.

What companies has John "John A" Warnick worked for?

John "John A" Warnick has worked for Family Wealth Transitions & Solutions, Purposeful Planning Institute, A Colorado Non-Profit Organization, Law Office Of John A. Warnick, American College Of Trust And Estate Counsel, and International Association Of Advisors In Philanthropy.

How can I contact John "John A" Warnick?

You can use AeroLeads to view verified contact signals for John "John A" Warnick at Family Wealth Transitions & Solutions, including work email, phone, and LinkedIn data when available.

What schools did John "John A" Warnick attend?

John "John A" Warnick holds J.D. With Honors, Law from The George Washington University Law School.

What skills is John "John A" Warnick known for?

John "John A" Warnick is listed with skills including Leadership, Estate Planning, Estate Administration, Llc, Consulting, Charities, Public Speaking, and Purpose.

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