Institute For Preparing Heirs

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301 N Lake Ave Ste 810
Pasadena, CA 91101
+1 (626) 389-8664
https://www.preparingheirs.com

The Institute for Preparing Heirs in Pasadena, CA, specializes in training financial advisors to become Trusted Family Advisors, focusing on the intricacies of multigenerational wealth transfer. Their practical tools and training programs equip advisors to facilitate essential conversations between families and their financial representatives, enhancing relationships and fostering family unity.

Recognized as a leader in the field, the Institute provides a range of services including client family events and a collection of family guidebooks designed to aid in wealth transfer discussions. With a mission to reshape the wealth management landscape, the Institute emphasizes the importance of addressing the values and needs of high-net-worth families as economic shifts occur.

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