• Overview
• What is Post-Transition Estate Planning™
• Our Mission

Overview

Who We Are
The Institute for Preparing Heirs was founded for the purpose of research, education and training on family dynamics and wealth transfer to ensure that family heirs are fully prepared to receive and manage assets.

Families traditionally prepare assets for heirs…

we prepare heirs for assets.™

Who We Serve

The Institute for Preparing Heirs is exceptionally qualified to serve professional advisors, family office executives and other professionals who work with successful families and individuals, and who want to: 

• Build strong multi-generational ties with all client family members—adult children and grandchildren as well as their spouses
• Develop new relationships with high net worth families and individuals
• Expand your network of other trusted advisors who work with successful families and individuals

As you browse through our site, you’ll learn more about our training and certification programs, opportunities to engage expert speakers on family dynamics and wealth transfer, and how membership in the Institute will benefit your practice. You’ll also learn about our tools, resources and best practices for family coaching—all based upon what we’ve learned in practice over the past four decades, confirmed by our research and field tested by our certified advisors. 

Today's Opportunities For Professional Advisors
While We are experiencing the largest inter-generational wealth transfer in history:

• About 20,000 U.S. estates over $20 million transition each year
• $1 trillion in assets will transfer annually for the next 50 years

Through membership in the Institute for Preparing Heirs, advisors now have access to proven tools, research and a clear pathway to address traditional wealth management’s “missing link”—preparing heir families for the successful transfer of wealth. More importantly, you’ll be able to address these challenges:

• 70% of successful families lose control of their assets and family unity following the transition of their estate to heirs
• Over 90% of heirs promptly change advisors upon receiving their inheritance

The Need To Prepare Heirs 
Traditional wealth management and estate planning focuses on transferring wealth, minimizing taxes and defining ownership and control. Professional advisors are very skilled at making sure that wealth properly transfers to heirs.

What has been missing from wealth transfer planning is a comprehensive discussion on whether or not the heirs are ready to receive and manage the assets they will inherit. The subject of preparing heirs for the transfer of wealth has been largely overlooked by families and their advisors. Without in-depth preparation of heirs, estate planning is only partially complete.

Learn more Download a copy of the article “The Future of Estate Planning” that appeared in Trusts & Estates magazine, June 2010. 

Please contact us to discuss the benefits of our program to your practice.