Institute for Preparing Heirs partners 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.

We are pleased to welcome Kathleen Pritchard as our National Training Director. 

NEW 3-HOUR WORKSHOP FOR WEALTH ADVISORS

 

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GOING BEYOND THE MONEY WHITEPAPER

Learn to Build Lasting Relationships with Generational Families

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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.