Industry Events

Looking for a Speaker for your Next Event?

Invite the Institute for Preparing Heirs to speak to your industry group on one of the hottest topics today: Successful Wealth Transition.

The Great Wealth Transfer:

Attracting & Retaining the Next Generations of Family Wealth

An eye-opening look at what research says most successful families truly care about...the impact of wealth on their heirs. Hear about:

The role of family dynamics in wealth transfer
Why 70% of high net worth families break apart after the transfer of wealth to the next generation
What families that stay intact post-wealth transfer have in common
Meaningful actions "at risk" families can take to beat the odds
Conversation starters for advisors to use to connect with the multi-generations of families of wealth

This is a topic that advisors who work with high net worth clients need to know more about.

Presentations Customized For Your Event

We will tailor our presentation and integrate industry-specific aspects to ensure maximum relevancy to your particular group.

Speaker's Fee

$5,000 plus speaker's travel expenses. Additional $2,500 is charged for a second presentation that same day. Ask about our fee for a dial-in conference call presentation.

Creating An Exceptional Event

To ensure the success of your event, we've included in the cost of the speaker, an exceptional offering of high-quality educational materials for your audience--including the book Preparing Heirs, co-authored by Vic Preisser and Roy Williams.

Contact Us. Or Call To Learn More. 626.389.8664