We know from studies and experience that 90 percent of families fail when it comes to keeping the family unity  and its assets together for more than three generations.  There are many reasons for that, but the most important question that fact raises is:

If 90 percent of families fail, what do the ‘successful’ 10 percent do differently?

We discovered that the difference it is NOT in their financial or estate planning.  The difference is that they add a 3rd element to their planning, known as heritage design. 







We took what has worked in successful families for centuries and put it into The Heritage ProcessTM. This proven process helps people to discover and secure the future they really want. It was developed to help families and individuals achieve their dreams across generations.  To learn more about why The Heritage ProcessTM works, click here.

Effective multi-generational design is crafted

with  three equally important elements.

1-minute Video: A client talks about the Heritage Process

In the heritage design process, families learn to:

Identify family stories, values, life lessons and experiences, and use them as the cornerstone for all their planning.

Communicate effectively on an adult-to-adult level.

Prepare & equip the next generations.

Work together, and mentor the children in the skills they’ll need to succeed as individuals and as a united family.

The principles of The Heritage ProcessTM have nothing to do with money. They apply to people at all income levels because designing for the future of your money is not the same as designing for the future of your family.

Click here for in-depth information.

The 3rd Element of Effective Design

What real impact does the heritage design experience have on families?  Click image to hear a couple describe what The Heritage Process has done for their family.

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