Generational Wealth Transfer

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 helping families successfully transfer wealth . . . beyond the money . . . to heirs.

Workshops for Financial Advisors

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Events for Client Families

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Annual Hallmark Advisor Workshop on
Generational Wealth Transfer Planning  

June 5-7, 2016

Villa Graziadio
Pepperdine University, Malibu, California 

Proven learning format. Powerful results.

This workshop sets a new standard in the financial services industry for generational wealth transfer planning, knowledge, strategies, tools and support for advisors. Find out more


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