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Wealth Advisors & Family Offices

Managing money and doing it well is no longer a differentiator. Today, many clients are seeking a Trusted Family Advisor® to do more than manage assets. When UHNW families were asked what their greatest aspiration in life is, they answered “to be a good parent”. Clients today want an advisor who is also comfortable speaking to family matters. One who will help their family prepare a generational wealth transfer plan providing for the future success of their children.

In the age of The Great Wealth Transfer®, the Institute provides advisors with NEW online intergenerational wealth transfer training and tools.

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

Are you prepared to build a multigenerational clientele as the Trusted Family Advisor®?

Find out now. Take our 10 question checklist.

 

Sign Up For Insights & Workshop Updates

You’ll receive a copy of our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree tool for your next client meeting.