You may choose participation with The Heritage Institute (“THI”) at one of three separate levels.  Professionals join at the level that best reflects the way that they would like to work with multi-generational Heritage design.  Each level is summarized briefly below. 


  1. Heritage Design Professional TM : This is our Certification level, and is for anyone who desires to provide The Heritage Process™ in its entirety, or who desires to or will partner/collaborate with one or more Heritage Design Professional TM (HDPTM) to provide Heritage design to their own clients, and to partner and collaborate with other professionals to provide multi-generational heritage design and The Heritage ProcessTM to their clients.  The Heritage Design Professional desires to understand the entire process and to be equipped to participate at any level.


  1. THI Partner: This membership level makes it possible for you to offer Heritage design to your clients via collaboration with a qualified HDP(see below), and/or for anyone who desires to both collaborate and participate in the process, but who does not desire to do it all on their own.  As a THI Partner you can “co-brand” THI materials in a partnering relationship with a HDP to provide multi-generational design and fulfill whatever role you are qualified for as part of that process.  This level allows you to offer multi-generational Heritage design as an additional service offering without becoming a Heritage Design Professional yourself.


• THI Member: This is the basic membership level which includes access to the THI Community through Knowledge Vault.  Through Knowledge Vault you can connect with our community, and post questions or issues for input and insight from everyone within the community.  You also have access to a library of white papers and research.   Members may purchase tuition bundles to attend Academies and our Annual Meeting at a 15% discount, and may purchase cases of the 2nd  edition of Beating the Midas Curse  and our legacy-themed novel What Matters at a discount.

Heritage Design Professional TM, THI Partner, or THI Member

One of these levels will provide the right balance of value and benefit to your business.

Does Membership make sense for you?  Click here.

For membership information, click THI-Membership-Information-4-4-14.pdf


For an Application to become a Heritage Design Professional TM, THI Partner Member, or Member, click HERE


Download more information and applications below

Three paths for professional involvement

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