Train-the-Trainer enables your firm to license Institute for Preparing Heirs proprietary programs and tools. We’ll ready and equip your in-house trainers to effectively deliver our Advisor Keynotes and Client Family Presentations.


Programs for Licensing

Each of the two program topics offered, includes a scripted professionally designed PowerPoint Presentation, white paper and conversation-starter checklist.

Program One Topic: The Great Wealth Transfer®

  •  For advisor meetings, workshops and conferences
  •  For client family events

Program Two Topic: New Insights for Women

  •  For advisors meetings, workshops and conferences
  •  For client family events


Ideal handouts with above programs. Includes co-brand.

  • Workbook: 10 Conversations All Families Can Have
  • Workbook: Family Wealth Mission
  • Workbook: Insights for Women

To learn more about Train-The-Trainer programs, contact us.

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.