John A. Warnick, Esq.
Founder & Chairman, Purposeful Planning Institute
For almost eleven years John A. Warnick was a partner with Holme Roberts & Owen LLP, a firm of 250 lawyers with offices in Colorado, California, Arizona, Utah, London and Munich, where he chaired that firm’s Private Client Service Group. Last year Mr. Warnick left HRO to launch the Purposeful Planning Collaboration, an advisory organization which supports estate planning attorneys, financial planners, CPAs, trustees, wealth psychologists and family business consultants who want to not only offer the best technical advice to their clients but who also want to provide best practices to make sure that their clients are passing much more than money on to their heirs, and that the impact of the family’s affluence will be a positive force in the lives of the next generations of that family.
Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel. He is also the Philanthropic Editor of the Journal of Practical Estate Planning, a CCH publication.
Mr. Warnick, whose family, friends and clients know him as “John A”, emphasizes multi-generational trust and tax planning in his law practice. Mr. Warnick balances his enthusiasm for tax savings with insightful questions which insure the planning is congruent with the client’s core values and vision.
John A is the founder of the Purposeful Planning Institute which trains lawyers, financial planners, trustees and wealth managers in the Seven Secrets of Purposeful Trusts™ and the Six Paradigms of Purposeful Planning. Mr. Warnick was the author of two BNA (Bureau of National Affairs) Tax Management portfolios. He co-authored “Selecting a Trust Situs in the 21st Century” as well as numerous professional journal and law review articles.
Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.