What We Offer
Celebrating Our 10th Anniversary
The Gold Standard in Wealth Advisor Training
Created by wealth advisors, the Institute for Preparing Heirs is the original training and development firm for advisors helping families plan for successful wealth transfer.
After more than a decade, we’ve distinguished ourselves by our thoughtful approach to learning and idea sharing. Professionals learn by doing. We’ve designed a collaborative experience that fosters advisor confidence and inspires them to move client conversations from money matters to family matters.
If you’re looking for a proven pathway from trusted advisor to Trusted Family Advisor®, let’s talk!