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JUNE 9th



AUGUST

11-13








17-18






SEPT

30-Oct 1st




NOV

4-5




11-12    

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 

Click Chicago image to learn about a special 2-day ‘Principles of Heritage Design’  Academy

August 11-13. Open to all.

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

            State of The Institute

Click image to read

2015 State of the Institute




Expand Your Practice (Live Call)

1 PM Central / 11 AM Pacific

Details HERE


Chicago, IL

Heritage Design Professionals

Coaching Groups             

2014-1 and 2014-2


Principles of Heritage Design

Open to All-Info HERE

HDP Coaching

2015-2 – Session #1-



Portland, OR

Heritage Design Professionals Coaching 2015-1 – Session #3 Family Alignment Day Training

Open to All

Details HERE           


Portland, OR

Year 3+ Coaching Group – Mission/Vision/Governance




Birmingham, AL 

Heritage Design Professionals Coaching Groups 2014-1 and 2014-2



Portland, OR

Heritage Design Professionals Coaching 2015-1 – Session #4

Guided Discovery


Heritage Design Professionals Coaching 2015-2 – Session #2 Alignment Conversation

Strengthen and unify your family today, and for generations to come. Click book image to learn about the new 2nd edition of the best-selling classic, Beating the Midas Curse.