Programs For Financial Institutions

Today’s Challenges For The Financial Services Industry

Over 90% of heirs promptly change advisors upon receiving their inheritance. 70% of families lose control of their assets and family unity following the transition of the estate to the next generation. The financial services industry is experiencing the largest intergenerational wealth transfer in history, yet advisors need a clear process and proven tools to connect with affluent families before, during and after the estate transitions.

The Institute for Preparing Heirs offers its Professional Development Program, The Great Wealth Transfer: Attracting & Retaining MultiGenerational Families of Wealth, tailored for large institutions and small-to-medium-sized firms. This is the only program that provides tools and training to advisors to address these challenges by addressing traditional wealth management’s “missing link” – preparing heir families for the successful transfer of wealth.

Benefits To Fiancial Institutions:

A highly effective program to attract and retain families of wealth could dramatically increase the firm’s ability to retain and grow assets under management
Differentiates the institution from competitors. The fact that there are no other offerings like this will endow your firm with a bold leadership image in the financial services community

Contact Us. Or Call To Learn More. 626.389.8664