Next Generation Training and Tools for Trusted Advisors

Institute for Preparing Heirs was formed to change how advisors interact with generational families. Through workshops, tools and support, we help advisors build lasting relationships with generational families by preparing families for successful transfer wealth . . . beyond the money .

Workshops for Financial Advisors

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Events for Client Families

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ATTENTION ADVISORS!

COMING SOON . . . Next Generation Wealth Transfer Planning Hallmark Workshop 

The Great Wealth Transfer: Engaging & Retaining HNW Generational Families

Proven learning format. Proven results. Learn more

"I attended the June 2016 training session and have found the approach practice altering!"

Oct. 30 - Nov. 1, 2016 
Pepperdine University, Malibu, CA 

 

How well prepared are you for The Great Wealth Transfer? Take the test!

Take a moment to answer our 10-question Wealth Advisor Self-Assessment. Then, see how well you scored (see below) and what actions to take to ensure the longevity of your business.

  Download a copy of the above checklist

Contact Us. Or Call To Learn More. 626.389.8664

NEW GAME-CHANGING BOOK

A Must Read for HNW Families and Their Advisors

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GOING BEYOND THE MONEY

Learn to Build Lasting Relationships with Generational Families

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The Great Wealth Transfer™: Insights Into Giving While Living

Take the Survey