In The News

Listen to a insightful interview with the Institute for Preparing Heirs on successful wealth transfer for The Retirement Café podcast. Listen here …

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 …

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?

It may come as a surprise to many wealth advisors that what keeps their affluent clients awake at night is not whether …

The likelihood of losing a very good client along with the ability to retain the assets of the inheriting generation is very …

Excellent money management is no longer the differentiator it has been in the past with affluent families. Parents have said that they …

As a Trusted Family Advisor, you've told your clients why it's important to hold a family meeting. But what if they ask, "Where is best?"

Women are emerging as a large and significant force when it comes to controlling family wealth. What’s behind this trend and why …

Enlightened financial advisors are stepping up to a new level of wealth management. While tech companies rush to bring the first driverless …

A Texas wealth advisor always had a “preparing wealth for heirs” focus in his practice, but since he has added “preparing heirs …