For most people, planning is a two-part process; it begins with financial planning, which helps to grow the assets, and ends with estate planning, which passes the assets to the heirs. However, for as long as records have been kept, nine out of ten inheritance plans have ultimately collapsed. Not only is the money lost, but the family unity, its traditions, and even the family's unique story are often destroyed. For families to achieve what matters most to them, a third element of planning is necessary. It is called heritage planning.
The Heritage Institute is the acknowledged leader in the field of multigenerational heritage planning. And The Heritage ProcessTM is the best, most proven kind of heritage planning available. It opens new horizons of discovery, accomplishment and unity for families, and it delivers an unparalleled level of professional and personal reward to the advisors who serve them.
Many people wonder if their legacy will only have meaning to their family after they are gone. Through The Heritage ProcessTM they can see the impact of their legacy right now.
Home l About Us l The Heritage Process l For Families l For Professionals l Training l Training Schedule l Contact Us l Video l News
All content © 2012 The Heritage Institute, LLC
“What Matters...weaves an inspiring tale of friendship and values and love and heroes and loss, and how the simplest of lives can be the most important.”
–Larry Elder, Author & Radio-Television Host
Available as hardcover & e-book
What Matters, the new novel from Cam Thornton & THI cofounder Rod Zeeb, is now available on AMAZON as a KINDLE e-book, and on Barnes & Noble for the NOOK. Or, click here to purchase the hardcover version.
Click book cover to visit the
What Matters book website
For Advisors
Are you ready to move up to the ‘next level’ of clients? Learn how to Move Up Market with our intensive & highly interactive coaching and mentoring.
Learn more here.
May is
Learn more here