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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.

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.