Alignment Conversation or Family Alignment Day During the Alignment Conversation (which can be done in a meeting with you, or in a family meeting we call a "Family Alignment Day”) we will talk about your vision for you and your family both now and in the future, your current reality (and how close it is to that vision), and The Heritage Process and how it might help your family fulfill your vision. This is an open discussion and a time for you to ask questions, and determine–for your own reasons–whether The Heritage Process it is right for you and your family. If you proceed, you will do so at your own pace.
Guided Discovery “Guided Discovery” is a process of learning in which you are guided by another to learn from your own experiences. This journeythrough your personal treasure chest of memories and life lessons will help you understand yourself and your family as never before, and it will clearly outline the path ahead. The goal of the Guided Discovery interview is to help you identify and articulate your story, life lessons, values, standards and principles. It helps clarify your vision for you and your family both now and in the future, and your concept for a family structure that will facilitate the passing of the family’s story, life lessons, values, standards, and principles to future generations. And, it will allow your family to identify and articulate its common vision, and support your family and that vision for multiple generations.
Heritage Statement: Your Heritage Statement is the documentation of your storyand values, combined with the appropriate structure for sharing those values with the future generations. In short, it says: “This is who I am. This is where I came from. This is what I believe. This is what I hope for my family, now and in the future.” And, it says it in your words, so future generations will hear your story directly from you, and not through word of mouth.
Initial Heritage Day Your family will celebrate its heritage and begin the process of transferring that heritage and preparing your heirs at this special event. At some point during the day, you will share your values, vision and Heritage Statement in an open, honest and comfortable setting. The overall objective of the Heritage Day is to enhance communication in your family and allow your family to experience growth together. We accomplish that through a series of exercises and experiences. The day’s activities will strengthen communication in the family, and help begin the gradual transfer of leadership and responsibility to the next generation(s).
Ongoing Heritage Days Your Heritage Day marks the moment that you and your family begin to live your heritage-for generations. Families typically develop a family structure and meet at least once a year to have fun and work on the family’s activities, ideas, strategies and plans for the future. The purpose of these gatherings is to keep your family unified through active communication, team building, leadership and shared responsibility. This is the time, year after year, where you witness your family working together, making healthy decisions, and nurturing family love and harmony. As shown on the reverse side, typical themes for the first five meetings are listening, empathy, leadership, personal and family development, and teamwork. However, these themes may vary based upon your family’s circumstances.