Intergenerational Wealth Transfer
Training & Tools for Advisors
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Looking for a fresh approach to build stronger, lasting high-net worth relationships as family wealth transfer accelerates? Our practical tools with actionable checklists make it easy to have conversations with families they’ve never had before with their children or their advisors.
Retain your best client relationships and cultivate new ones by becoming your clients’ MOST Trusted Advisor.
“The shift in wealth will reshape the wealth management landscape over the next quarter century and will force advisors to alter their existing models and service.”
— Cerulli Associates, 2018
What We Offer
Gold Standard Advisor Training & Client Events
ADVISOR TRAINING. We are the original training firm for advisors to become a Trusted Family Advisor® to help families plan for successful wealth transfer.
After more than a decade, we’ve distinguished ourselves by our experience and practical approach to learning and idea sharing. Our practical tools foster advisor confidence and inspire client conversations that include the success of the entire family. If you’re looking for a proven pathway from trusted advisor to Trusted Family Advisor®, Click here to check out our Training and Tools.
CLIENT EVENTS . Looking for an exciting new topic to fill your virtual or real room! Click here to set up a call to find out more
“I have been in the industry for 31 years, and this is the best training program I have attended.”
— Carroll J., Senior Wealth Advisor
Who benefits from our training?
Wealth Advisors & Family Offices
Do you really know what UHNW and HNW families value most?
Insurance Providers
Are you training your advisors to prepare families for a successful wealth transfer?
In the News
The greatest wealth transfer in modern history has begun.
Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away.
Transfers to heirs and others are unleashing a torrent of economic activity, including buying homes, starting businesses and giving to charity
By Ben Eisen and Anne Tergesen
Featured in the July 2, 2021, WSJ.
"The greatest wealth transfer ...
Wealthy parents face delicate balance when passing their money on to their children
Institute for Preparing Heirs featured in Financial Times article by Emma Jacobs.
From the article:
This can be complicated by financial advisers who are uncomfortable around family tensions and ill-equipped to help, said Diane Doolin, co-founder of the Institute for Preparing Heirs, which trains advisers. It is important to start ...
Who Gets Grandpa’s Cufflinks?
Ignoring personal items as a part of the estate planning process can be costly, both financially and emotionally.
Not all client families own celebrity art or rare collections. But most families have personal items, regardless of financial value, with special meaning to individual family members, or the family as a whole. Yet for many families, ...
Family Meetings About Wealth and Wealth Transfer
Should financial advisors lead the meetings, suggest a skilled facilitator or leave it up to the family?
Meeting as a family to talk about the meaning and purpose for family wealth is a wonderful way for families to grow closer and prepare for wealth transfer. For financial advisors, suggesting family meeting topics is a sophisticated strategy ...
The Power of Checklists
Practical Tools to Inspire Client Wealth Conversations
Pilots use them; doctors use them; why not trusted financial advisors? Checklists are powerful and practical tools for moving the client conversation from maximizing investments and minimizing taxes to what’s important to the client’s children, grandchildren and others held dear—their ...
Featured Clients
Receive Our White Paper & Client Family Tree
Download our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree fillable PDF.