Institute for Preparing Heirs
Education · California, United States · 1-10 Employees
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Overview
Headquarters
70 S Lake Ave Ste 820, Pasadena, Califor...Phone Number
(626) 389-8664Website
www.preparingheirs.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Institute for Preparing Heirs
The Institute for Preparing Heirs offers training and resources aimed at helping financial advisors become Trusted Family Advisors, facilitating effective conversations around intergenerational wealth transfer. They provide practical tools, checklists, and client events designed to strengthen relationships with high-net-worth families. Their intended clients include registered investment advisors, insurance providers, private banks, and wealth advisors who seek to better serve multigenerational clienteles. With a focus on upcoming wealth transfers, the institute aims to reshape the wealth management landscape.Explore more
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The Institute for Preparing Heirs offers training and resources aimed at helping financial advisors become Trusted Family Advisors, facilitating effective conversations around intergenerational wealth transfer. They provide practical tools, checklists, and client events designed to strengthen relationships with high-net-worth families. Their intend... Read More
