• Overview
• Awareness
• Assessment
• Action

Overview

The Path To Successful Wealth Transition

Through our interviews with over 3,250 affluent families post-estate transfer, we learned that the 30% of families who retained control of their assets and unity following wealth transition have similar characteristics. Those characteristics led us to develop a process. That is one key difference: the Institute actually has a documented process (not a theory) that focuses on developing high levels of trust and communication among family members and a shared vision of where the family is headed over the long term.

By applying the findings from our interviews with our proven family coaching experience, the Institute for Preparing Heirs developed a unique process that addresses the three “A’s” necessary for successful post-transition estate planning. We provide research, education and training to professional advisors on this process in order to better serve their client families.