Co-Brand & Limited Use License Programs

Institute for Preparing Heirs offers programs that address the soft-side issues of family dynamics and wealth transfer...exclusively for investment firms who are committed to offering high quality value-added educational offerings that empowers your sales teams to talk with their best advisors.

  • Positions your firm at the forefront of delivering an exceptional value-added educational program that offers advisors a clear pathway to attract and retain multi-generations of families of wealth
  • Differentiates your firm from others by being a leader in the financial services industry with financial advisors who serve high net worth families
  • Align with the Institute for Preparing Heirs, the leader in professional development programs for advisors who want to attract and retain families of wealth by participating in the great wealth transfer currently underway

 

Co-Brand/Licensing

Capture MultiGenerational Wealth With Winning Conversation Starters addresses the single hottest topic in the financial services industry today...the need to genuinely engage ("start the conversation") the multi-generations of high net worth families preparing to transfer wealth to the next generation. 

Developed by the Institute for Preparing Heirs, the program is based on a foundation of more than 40 years of field work and interviews with families who have transferred wealth to heirs by Roy Williams and Vic Preisser, and adapted for the professional wealth advisor's need. Unlike any other program, it goes beyond simply creating awareness of wealth transition challenges; it offers data-based tools, resources and marketing materials for investment firms to help their best advisors start the "preparing heirs" conversation affluent families want to have but few advisors are having with them.

Materials available for co-branding/licensing:

  • Workbook for your wholesaler's training
  • 30-slide PowerPoint presentation with notes
  • Presentation companion booklet for advisors
  • 10-questions Family Wealth Transition Checklist
  • 10-question Advisor Self-Checklist
  • Custom label for Preparing Heirs and Philanthropy Heirs & Values books (books sold at a discount)

 

Due Diligence Meetings

Specially designed two-hour topic for due diligence meetings. Featured topic: The Great Wealth Transfer: Attracting & Retaining MultiGenerational Families of Wealth 


Speakers Bureau

Your investment firm has access to the Institute's Speakers Bureau for:

  • Industry keynote events
  • Family events
  • Other speaking requests

One-hour presentation includes 30 copies of Preparing Heirs book with custom label. Presentations tailored to successful families, professional advisors, foundations/non-profits.

 


Contact Us. Or Call To Learn More. 626.389.8664