Online Training - Institute for Preparing Heirs

We were built for times like these.

The Great Wealth Transfer® –
Preparing Families to Prosper & Thrive Across Generations

Now more than ever, successful families are looking for a trusted source of advice to help them navigate through times of uncertainty while preparing for wealth transition. Money is in motion – The Great Wealth Transfer® is happening now.

Your Pathway Begins With Training & Practical, Usable Tools
This transformational training takes the trusted advisor to the next level of Trusted Family Advisor® – one who looks beyond the money to develop many different relationships with the entire family, and addresses the family’s need to be prepared for the successful transition of wealth.

Built on intergenerational wealth transfer opportunities, each session includes new family meeting conversation topics, checklists, practical and usable tools, and strategies to move the client conversations from money matters to family matters. Advisors leave with a new and exciting competitive advantage, and action plan, to differentiate and grow their high-net worth businesses.

Why This Training is Important to the Longevity of Your Business:

Keep your best client families: Heirs, including spouses, frequently find a new advisor after receiving an inheritance when a meaningful advisor/client family connection has not been made
Retain the assets: In 1 to 3 generations after wealth transfers, many unprepared families lose control of their assets and family unity
Attract new successful client families from competitors who are not prepared to keep them!

Who Would Benefit From Our Training:

RIAs
Wirehouses
Insurance providers
Private banks
Wealth advisors & family offices

Collection of Family Conversations Booklets

Each booklet contains new insights for families, an actionable checklist, and a helpful tool families can use on their own or with the guidance of the advisor. Booklets are provided to attendees as PDFs for easy download and sharing with clients.