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Insurance Providers

You have an opportunity to set yourself apart in the industry by training your advisors to provide intergenerational wealth transfer planning to clients they serve. While estate and tax planning are fundamental to efficient wealth transfer, planning for what happens after heirs receive inheritances is key to a successful wealth transfer. Advisors are looking for opportunities to help families prosper and thrive across generations. Firms that embrace The Great Wealth Transfer® by delivering multigenerational wealth transfer advice and services will emerge as leaders in serving UHNW and HNW families.

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

Have you prepared your wealth advisors to serve multigenerational families as their Trusted Family Advisor®?

Find out now. Take our 10-question checklist.

Our firm...
Has trained our advisors for the $68 trillion dollar opportunity to capture and/or retain money in motion due to the greatest wealth transfer in our industry’s history.
Is keenly aware that over 90% of heirs change advisors upon receiving their inheritance.
Has trained our advisors to define their client as the entire family: grandparents, parents, children, grandchildren and spouses.
Has made our advisors aware that 70% of family wealth transfers result in loss of control of assets and family unity, and the reasons why.
Has provided training and resources for our advisors to support meaningful relationships with women (clients, spouses and prospective clients) since they will control over 70% of the wealth in the U.S. by the end of the decade.
Has made our advisors aware that our successful clients are more concerned about the impact of wealth on their children than the amount of wealth that will be inherited.
Has provided training for our advisors about why family meetings are important in preparing for a successful wealth transfer, our advisors are comfortable leading meetings they are qualified to lead and have resources to refer other topics to qualified professionals.
Offers new generational wealth planning strategies and family tools for our advisors to add this to their current wealth management process, and they have been trained on how to competently engage clients in inheritance conversations, beyond the money.
Has a marketing strategy that clearly differentiates our firm as a leader in multi-generational wealth planning advice and services.
Offers educational events for clients and prospects on topics related to preparing families for successful wealth transfer.