At Institute for Preparing Heirs, we partner with financial firms to provide wealth advisors with training and tools to take their businesses to the next level − the Trusted Family Advisor®. Advisors embrace the entire family as their clients and prepare them to prosper and thrive . . . across generations.

Retain Your Top Advisors . . . Keep Your Clients' Kids

The stakes just got higher. A staggering amount of multigenerational wealth is expected to transfer in the coming years—far more than previous reports have anticipated. There’s a real risk to your firm of losing the inheriting generation. 

What can your firm do now to prepare, and retain, your top advisors?

Trusted Family Advisor® Workshop For Your Financial Advisors 

This transformational workshop offers new strategies, tools and actions to prepare advisors to move the client conversation from money matters to family matters. This workshop sets a New Gold Standard in the financial services industry for generational wealth planning and tools. 

We introduced this topic more almost a decade ago at a Barrons conference. Since then, no one has duplicated our workshop content, tools or the results our advisors achieve with client families.

Advisors who have completed our workshop have significantly changed their businesses by:

  • Deepening relationships with client families

  • Attracting new high-net worth client relationships

  • Expanding their networks of other trusted advisors

Meet our workshop speaker, Kathleen Pritchard

Learn more about the benefits of generational wealth transfer planning training.

Key Workshop Features:

  • 3-1/2 hour workshop tailored to your firm and the needs of your advisors. Timeframe can be adjusted. 

  • Takes the trusted advisor to the next level of Trusted Family Advisor®. 

  • Built around 10 new opportunities and new concepts for how advisors deliver generational wealth transfer planning advice to successful families.

  • Advisors leave with a plan to immediately apply new learning and new tools.

  • Workshop format is highly interactive and structured around four teaching modules, each augmented with a small group breakout session. 

  • Firms may license selected tools for private label

Advisors Receive:

  • Comprehensive Workbook with key learning concepts, takeaways along with best practices, case study examples, business builder ideas, and building competitive advantage plan

  • Sample toolkit 

  • Follow-up support available

  • CE credit: Advisors earn 3.5 credits from CFP Board and Investments & Wealth Institute® towards the CIMA® and CPWA® certifications


"I've been in the industry for 31 years, at two different firms, and
this is the best training program I have attended."
Carroll J., Senior Wealth Advisor


Call today for a copy of our Trusted Family Advisor® Workshop Brochure.

Contact Us. Or Call To Learn More. 626.389.8664

The Institute for Preparing Heirs (IPH) is a service firm and does not sell any financial products and does not provide any legal, tax or investment advice. 



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