Generational Wealth Transfer

Institute for Preparing Heirs helps advisors build lasting relationships with generational families through advisor workshops, tools, and support to help families successfully transfer wealth to heirs.

Workshops for Financial Advisors

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Workshops for Families

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2016 Financial Advisor Workshop: June 5-7

The Great Wealth Transfer:                       Engaging & Retaining Generational Families

Pepperdine University, Malibu, Ca   Learn more

Why is this workshop important to the future of your business? You'll learn how to:

  • Keep the spouse and children as clients: Over 90% of heirs change advisors upon receiving their inheritance 
  • Retain the assets: The majority of unprepared families lose control of their assets and family cohesion in 1-3 generations after the estate transfer
  • Engage new affluent clients (from competitors who are not prepared to retain them!)

Advisors typically aren't aware of what families have done to prepare the heirs to receive and manage assets . . . unless the advisor asks. To have this new inheritance conversation with the parents (typically the clients), advisors need new knowledge, new training and new tools.

Attention Advisors: 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

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