Join us for this special webinar hosted by the Institute for Preparing Heirs (IPH), designed specifically for advisors working with high-net-worth families - or those aspiring to.

Over the years, we've helped advisors like you navigate the challenges and opportunities of moving upmarket. And, now we have the privilege of having Diane Doolin, founder of the Institute for Preparing Heirs, provide insight on their approach to become the Most Trusted Family Advisor™:

• Address the evolving needs of high-net-worth families
• Facilitate productive family meetings for smooth wealth transfer
• Build and maintain lasting, multigenerational relationships

This webinar will give you a sneak peek into The Great Wealth Transfer™ Training Program, launching in March.