NextGen Training for Trusted Family Advisors™

Institute for Preparing Heirs provides advisors with training and tools to take their practices to the next level − the Trusted Family Advisor. Our advisors embrace the entire family as their clients, helping them prosper and thrive from one generation through the next.

Workshops for Financial Advisors

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Events for Client Families

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How well prepared are you for The Great Wealth Transfer? Take the test!

Take a moment to answer our 10-question Wealth Advisor Self-Assessment. Then, see how well you scored (see below) and what actions to take to ensure the longevity of your business.

  Download a copy of the above checklist

Contact Us. Or Call To Learn More. 626.389.8664

NEW GAME-CHANGING BOOK

A Must Read for HNW Families and Their Advisors

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GOING BEYOND THE MONEY

Learn to Build Lasting Relationships with Generational Families

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The Great Wealth Transfer™: Insights Into Giving While Living

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BOOKSTORE

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