Institute for Preparing Heirs (IPH) faculty were among 21 expert presenters at the 21st Annual Client University hosted by The Doolin Group at Morgan
Lisa D. Snyder, Chief Learning Officer, presented “Legacy & Impact — Helping Clients Take Care of The People & Causes They Love” to members of
“Shirtsleeves to Shirtsleeves in Three Generations” Podcast With Institute for Preparing Heirs’ Lisa Snyder
Listen to a insightful interview with Lisa Snyder, Chief Learning Officer, on successful wealth transfer for The Retirement Café podcast. Listen here https://theretirementcafe.co.uk/preparing-heirs/
The Institute for Preparing Heirs (IPH) announced today that Lisa D. Snyder has joined the generational wealth advisor training firm as Managing Partner & Chief
Institute for Preparing Heirs quoted in today’s Financial Times. With its television series Succession, HBO has given the world the change-of-generations corporate drama it never
A new report finds that a staggering amount of multigenerational wealth is expected to transfer in the coming years—far more than previous reports have anticipated. What can firms do now to prepare their advisors on the front lines of managing client wealth and changing expectations?
Excellent money management is no longer the differentiator it has been in the past with affluent families. Parents have said that they are most concerned
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