Private Banks

Your institution is built upon a robust offering of banking, investments and wealth management. But are you providing your clients with the advice and tools they need to prepare their family to prosper and thrive across generations? Today UHNW families need help preparing theirs heirs as much or more than preparing their assets.

Your future success and that of your best client families relies upon the training of your wealth advisors to thoughtfully engage UHNW families in inheritance conversations that go beyond their balance sheets and portfolios. Conversations that help families engage their children in the estate planning process and to prepare them to be good stewards of the family money are most appreciated.

At the Institute for Preparing Heirs^®, we’ve offered workshops since 2009 that take your wealth advisors to the next level as the Trusted Family Advisor^®. To find a workshop that’s right for your institution and your wealth advisors, click here.