The Top 5 Benefits of Heritage Design for Families

Exactly how does Heritage Design benefit families? Studies show that 70% of inheritors will squander their inheritance.  Are you confident that your children and grandchildren are prepared for the inheritance they will receive - both financial and non-financial?  Heritage Design, specifically The Heritage Process, can give you that confidence. Learn the Top 5 Benefits HERE.

Short 90 second video: Can Heritage Design Benefit Your Family?

Why Heritage Design Works for Families & Individuals

It’s all about your family. 

Only by putting family first will your planning be able to achieve your most important objectives for generations.

Separating the family business from the business of the family.

The focus of family meetings and activities during this process is on individual family members and the united family–not on any investments, family-owned businesses or other financial enterprises the family may own or control.  This is time for family.

Creating multi-generational family governance.

Successful families have shared one thing in common across the centuries.  They all create and utilize some form of family governance.  Through the structures they create, they mentor the children for success, develop and maintain a multi-generational perspective, and see that the stories, values and experiences that make their family unique are preserved. 

Speaking of multiple generations, what is it about those millenials?

When it’s time for implementation, your own advisors are involved. 

Heritage Design helps individuals and families discover what is truly important, and helps them to craft a vision to achieve those goals.  When it is time to match concrete financial and estate planning strategies to your vision, your existing advisors will be involved.

There are no tax or financial strategies involved.

Heritage Design deals first and foremost with the unity, strength and harmony you desire for your family now, and in the future.  It is not focused on the money.  Through this process, the children come to learn that the money is only a tool to help accomplish what really matters.  All families are unique, and that means that the financial and other strategies they use to achieve their goals will be unique, too.  However, families that wish to remain united and effective for multiple generations can all benefit from the use of the 3rd Element of Planning to achieve their dreams. Learn more about Heritage Design in this article.

Short 3 minute video on Family Alignment Day

Successful families communicate effectively, work together well, and focus on the present and the future. They mentor the children for success, so that they can handle their financial and emotional inheritances.

Successful families communicate effectively, work together well, and focus on the present and the future. They mentor the children for success, so that they can handle their financial and emotional inheritances.

Watch a brief video of a father describing his family's experience with the Heritage Process HERE. And, to learn how G2 (the next generation) experienced it for themselves, watch THIS video.

learn more today

Visit the Heritage Design website (an information only site) HERE, or, if you would like to speak with a Heritage Design professional, fill out the form below and one of our staff members will get back to you.

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The things that matter most to you and your family are the things that can keep you strong and united for generations.