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INSTITUTE NEWS

  MEMBER SURVEY

Our most active members say our coaching and consulting has distinguished them from their competition, increased their profits and retention, equipped them to build deeper client relationships, created multi-generational client engagements, and increased the value of their practice.  And, they are having more fun!


How?  We provide effective training, coaching, and consulting that allows advisors to confidently and profitably provide multi-generational Heritage Design services directly, through collaboration, or through some combination of the two.

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All content © 2015 THE HERITAGE INSTITUTE 

                   About   l  The Heritage Process  l  Families  l  Professionals  l Training  l  Schedule  l  Contact  l  Video 

Join us in Chicago April 22-24 for

Principles of Heritage Design

We are beginning the 12th year of an important THI tradition: the delivery of the ‘State of the Institute’ by CEO and cofounder Rod Zeeb.


Please click the news icon on the left to access the PDF version of the address.  You’ll see where THI has been the past couple of years, and most importantly, where we are going in 2015.

To learn more about the immediate value that our training can deliver to your unique business, and to learn about about upcoming conference calls and Academies, please contact Director of Education Lori Coonen.

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Click TV to watch the

Heritage Design Professional Webinar from Oct 15th, 2014

Heritage Institute Winter
Academies  & Opportunities

            State of The Institute

Click image to read

2015 State of the Institute


Quarterly State of the Institute


IntroductionWebinar

Heritage Design


IntroductionWebinar

Heritage Design




Year 3+ Coaching Group


Principles of Heritage Design &

HDP Coaching 2015-2 – Session #1


Heritage Design Professionals Coaching Groups

2014- 1 & 2014-2

AND  2015-1 –Session 2

IntroductionWebinar

Heritage Design


IntroductionWebinar

Heritage Design