Families traditionally prepare assets for heirs... we prepare heirs for assets™
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The Institute for Preparing Heirs is dedicated to the preservation of family wealth and harmony from one generation to the next.

 

ATTENTION ADVISORS:


Be among the first advisors trained and certified in the Institute's exclusive Engaging & Retaining Heir Families™ program

Looking to build stronger ties with your entire client family? Want to cultivate new high net worth families as clients?  Engaging & Retaining Heir Families™ is a one-of-a-kind program that goes beyond simply creating awareness of wealth transition challenges facing today's heir families... it offers analytical tools, proprietary research, marketing support and materials, and more! Special introductory offer. Class size limited. View invitation to learn more about our two-day classes offered this summer: October 24-26 or November 15-16, 2010. Ready to enroll? Submit our Enrollment Application today!

 


FOR FAMILIES: We invite you to browse through our site and contact us at any time to discover how we can assist your family, whether you are in the process of transferring your estate or family business to heirs or simply thinking about it. Find out how we’ve helped other families through this journey by reading our Family Success Stories. Begin by taking a few minutes to complete our Wealth Transition Checklist to compare your family's readiness to thousands of families who have transitioned before you.