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 is NOT in their financial or estate planning. The difference is that they add a 3rd element to their planning, known as heritage planning.
We took what has worked in successful families for centuries and put it into The Heritage Process, a proven six-step process that helps people to discover and secure the future they really want. It was developed to help families and individuals achieve their dreams across generations.
Effective multi-generational plans are crafted
with three equally important elements.
Video: A client talks about the Heritage Process
The Heritage ProcessTM is Powerful & Effective
In the heritage planning 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 Process have nothing to do with money. They apply to people at all income levels because planning for the future of your money is not the same as planning for the future of your family.
The 3rd Element of Effective Planning
Listen to an audio overview of
The Heritage Process.
The Heritage Institute, LLC
7724 SE Aspen Summit Drive, Suite 202, Portland, OR 97266 - (503) 771-2257
© 2009 Heritage Intellectual Resources, LLC. All Rights Reserved.
Introducing The Heritage Process
TM