• Overview

Why Join The Institute For Preparing Heirs

The Institute for Preparing Heirs offers a separate gateway for our members to access tools, research, training and the know how to genuinely and meaningfully connect with your client's (and prospective client's) children before, during and after estate transfer.

Who Would Benefit From Membership?

Membership is open to any professional who works with high net worth families and individuals and wants a proven process to start the conversation families want to have--how to prepare for a successful and lasting wealth transfer. Members include:

• Financial wealth advisors
• Estate planning attorneys
• CPA's
• Family office executives
• Insurance executives
• Family business consultants
• Other professional advisors who serve affluent families and individuals

Membership to the Institute for Preparing Heirs is only available to professional advisors and is not for institutional use.

What Your Membership Includes:

• Easy online access to the Institute's family wealth conversation starters
• Easy online access to proprietary family wealth assessment tools and automated reporting
• Easy online access to our library of articles on wealth transition planning, sample marketing letters and more
• Priority access to the Institute's speakers on family dynamics and wealth transfer. Find out more.
• Discount pricing on the Institute's books. Visit our bookstore.
• Quarterly Family Wealth Newsletter for clients, prospective clients and centers of influence
• Discount pricing for the Institute's hallmark two-day Professional Development Program. Find out more.

Cost Of Membership

Annual membership dues are $395. 

Join Today! Contact the Institute for Preparing Heirs for our Membership Application.

Contact Us. Or Call To Learn More. 626.389.8664