Next Generation Training and Tools for Trusted Advisors

Institute for Preparing Heirs was formed to change how advisors interact with generational families. Through workshops, tools and support, we help advisors build lasting relationships with generational families by preparing families for successful transfer wealth . . . beyond the money .

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


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Learn to Build Lasting Relationships with Generational Families


The Great Wealth Transfer™: Insights Into Giving While Living

Take the Survey