• Overview
• Founding Directors
• Coaches

Overview

For nearly a half century, Institute for Preparing Heirs co-founder Roy Williams, has been at the forefront in coaching successful families through the often tumultuous process of transferring wealth to the next generation. Along with fellow co-founder Victor Preisser, they have written multiple books on the subject, drawing from their vast wealth of knowledge and experience, groundbreaking family research, and strong sense of family values. 

Their time-tested approach to family wealth transfer post-transition© has a remarkable success rate approaching 100%. In other words, coached families retain control of their assets post-transition© whereas, families who go it alone have only a 30% chance for success.

The Institute for Preparing Heirs was formed for the benefit of countless more families in transition.