Associates

Launched in 2000, Shaking the Tree is a not-for-profit organization with a unique theatre-based approach to transforming conversations about wealth.

Shaking the Tree works with industry thought leaders to deliver multimedia workshops based on our unique living case studies.

John “John A” Warnick

Founder of the Purposeful Planning Institute
Fellow of the American College of Trust & Estate Council
Author of the Purposeful Trust & Gift Handbook

John A. Warnick, who family, friends and clients know as “John A”, describes himself as a “recovering tax attorney.” After practicing for thirty years as a tax and legal advisor to wealthy families, he left the large law firm he was a partner in to pursue his passion of assisting clients transition their wealth more purposefully. He works with clients, and their team of advisors, to ensure that the impact of their technical planning will be a positive force in the lives of the rising generations of their family. His blog, Seedlings, provides suggestions on powerful but easy ways in which we can make non-financial gifts to our families and communities. John A has prepared himself for this professional service through a long-term collaboration with a team of wealth psychologists, family wealth counselors and family business consultants. But he is quick to point out “my greatest teachers have been my clients. It is through them I discovered the formula for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.”

Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel. He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Board of Directors of the International Association of Advisors in Philanthropy. Mr. Warnick 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.

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