Institute for Preparing Heirs | Preparing heirs for assets

Wealth management firms do an excellent job preparing assets for tansfer using traditional

investment, tax and estate planning services. But they are less successful preparing families

of wealth to receive those assets or in retaining the children as clients.

What Is Your Firm Doing To Prepare Your Top-Tier Advisors For The Greatest Intergenerational Wealth Transfer In History?

$1 trillion in assets will transfer to heirs of your best cleints each year for the next 50 years. No matter how well your advisors prepare the assets for heirs, advisors typically aren't aware of what familioes have done to prepare heirs to receive and manage those assets...unless the advisor asks. Why is this so important?

Over 90% of heirs change advisors upon receiving their inheritance
The majority of unprepared families lose control of their assets and family unity after the estate transfer

With Clients, It's Never Been Only About The Money...It's About The Relationship!

If your firm wants to keep the next generation, your best clients need to know that their advisors care about more than client money...they care about the family. To have this conversation with the parents (typically the clients) before the wealth transfers, advisors need knowledge, training and tools.

Our Professional Development Programs were created to provide these skills to top-tier advisors.

Contact Us. Or Call To Learn More. 626.389.8664