Families

TM

There are three questions we typically get from people when they first discover heritage planning and The Heritage Institute.

1.Who has experienced The Heritage Process?

Thousands of families and individuals have ‘gone through’ all or part of the process over the past 20 years. In terms of their estate sizes, these have ranged from average income earners to billionaires.

2. Who is the Heritage Process for?

It is for anyone who cares about the ongoing health and unity of their family, and the organizations they support. When we say that to protect and strengthen your family for multiple generations, you must adopt a ‘family before fortune and values before valuables’ approach to planning, our perspective is based upon historical fact: 90 percent of all families fail to keep their families and their assets strong beyond one generation.

The 10 percent of families who thrive across the years do so because they engage in some form of heritage planning. That fact is beyond dispute. If you want to keep your family and the things for which you have worked intact across generations (no matter the size of your estate), history has the answer: do what successful families have done for centuries. It’s not about money.

3. Can I talk with a professional who is certified to provide this process to see if it might be right for me?

Advisors certified by the Heritage Institute are located across the nation, and in Western Europe and Brazil. Individuals and families may contract directly with The Heritage Institute and its CWC’s to obtain The Heritage Process for themselves and their families. Click here to connect with professionals from around the nation or from our home office.

People talk about the process.

The Heritage Institute, LLC

7724 SE Aspen Summit Drive, Suite 202, Portland, OR 97266 - (503) 771-2257

The Heritage Process for Families & Individuals