Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

“Today, trusted advisors prepare assets for heirs… going forward trusted family advisors will also prepare heirs for assets.”

How will this build your High-Net-Worth business?

  • – 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.
  • – Capture new affluent clients from competitors who are not prepared to retain them!

Keynote Presentations

  • The Great Wealth Transfer: Their Estate Plan Is Set, But Are Families Prepared? (For Advisors)
  • Your Estate Plan Is Set . . . But Is Your Family Ready? (For Clients)

Advisor Training

  • Great Wealth Transfer: Attracting, Engaging & Retaining Multi Generational Families (2-Day Hallmark Training Program)
  • Corporate Training

“Congratulations again for a training that far exceeded everyone’s highest expectations by a such a wide margin.”

D. Forster, CFP, Senior Wealth Advisor

“This program is a differentiator and sets a new standard in the financial services industry”

Michael M, CIMA, CFP , Wealth Advisor

“I’ve been in the industry for 31 years, at 2 different firms and this is the best training program I have attended.”

Carroll J, Senior Wealth Advisor

“No one in the industry is providing these kinds of tools and resources”

John J, Senior Wealth Advisor

How Advisors Evaluated the 2-Day Hallmark Training Program (May 4th-6th, 2014)

  • Overall Training Experience: Avg. was 9.2 out of 10 (42% gave 10 out of 10 and the lowest score was 7 out of 10 – 4% gave)
  • Overall Program Quality: Avg. was 9.2 out of 10 (42% gave 10 out of 10 and the lowest score was 7 out of 10 – 4% gave)

Institute for Preparing Heir’s  Client List Includes…

  • Cambridge Investment Research
  • Crestone Capital Advisors
  • IMCA
  • Legg Mason
  • Morgan Stanley
  • Northwestern Mutual
  • Raymond James
  • TD Ameritrade
  • UBS
  • Vanguard
  • Vistage
  • Wells Fargo
Travels From:  California
City: Southern
$5,000 and Under


Keynote speakers The Institute for Preparing Heirs is an innovative training company serving wealth advisors who provide services and products to high- and ultra-high net worth families.

In 2009, they saw a void in the services wealth advisors offer to their clients. While advisors do an excellent job managing a client’s money, few were equipped to–and fully understand the value to their practices of–preparing the heirs to receive and manage wealth.

No one in the industry has duplicated their offering. This is because of their exclusive access to more than 40 years of field work of The Williams Group, pioneers in coaching ultra-high net worth families through wealth transition. The Williams Group’s central message–for wealth transfers to truly succeed, heirs must be prepared–has been translated by an Institute Founding Director, who is also a Barron’s Top 100 Advisor, into training, tools and services for professional advisors to use with clients to grow their HNW businesses.


Why do the great majority of estates fail after the assets pass to the heirs? Is it advisor missteps or family dynamics? Should advisors pay as much attention to preparing the heirs as they do to preparing the assets? And how will this help grow the advisor’s HNW business?

This powerful presentation addresses the new paradigm shift in today’s wealth management and the opportunities advisors have to grow their HNW businesses during a time of historic levels of generational wealth transfer. It makes the case that today’s trusted advisors need a new conversation . . . beyond the money . . . to retain generational wealth and grow their HNW businesses.

Ideal for a keynote or a break-out session at firm’s training events, due diligence meetings, or regional top-tier advisor meetings.

Hear how family dynamics play a critical role in the single biggest risk a successful family will face . . transitioning wealth to their heirs. What are the risks? How can a family tell if they are at risk? Find out actions families can take now to ensure the family assets remain in control of the family after wealth transition and family harmony remains in tact.

This timely and important presentation is ideal for advisor-hosted events for clients and their families and other advisors (estate attorney, CPA, financial advisor).

Advisors use this topic to:

  • Meet members of the entire client family
  • Attract new affluent families
  • Expand their centers of influence by inviting estate attorneys, CPA’s and other advisors who work with successful families

Great Wealth Transfer: Attracting, Engaging & Retaining Multi Generational Families

This first-of-its-kind two-day program offers a meaningful and insightful look at how to take your wealth management practice to the forefront of the next big “sea change” in how we define and deliver wealth management advice to HNW and UHNW families. You gain a solid understanding of how to begin the new and challenging conversations your best clients want to have but few are having with any advisor, including their estate attorney and CPA.

Key Takeaways

  • Deepen and retain relationships with the entire client family
  • Differentiate your practice with affluent families and your competitors
  • Grow your practice by attracting new affluent families and their other trusted advisors
  • Engage your network of advisors (centers of influence) and their clients

If you are a wealth advisory firm looking to emerge as a recognized leader in serving affluent families, you will be interested in our corporate training programs for your wealth advisors.

No one in the industry has duplicated our training, tools, process, or has assembled a faculty of leading thought leaders on the topics of family dynamics and wealth transfer in affluent families. Today, wealth advisors prepare assets for heirs . . . going forward advisors will also prepare heirs for assets. This is the next big differentiator in how wealth managers define and deliver advice to HNW families to grow their businesses.

Areas of expertise

  • High -and Ultra-High Net Worth Familes
  • Successful Generational Wealth Transfer
  • Building Lasting Relationships
  • Become the Trusted Advisor
  • Building Trust
  • Corporate Training
© 2024 Ro Morrison & Assoc.