Who We Are

THI provides The Heritage ProcessTM  to families and individuals in collaboration with their advisors.

We provide training, certification and practice support regarding The Heritage Process to professionals.

THI also provides The Heritage Process directly to families and individuals.

We support foundations that provide scholarships to professionals and non-profits, and raises awareness of the benefits of heritage planning.

What We Do

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.

The Heritage Institute (THI) is a community of like-minded men and women dedicated to making a difference in the world.  It includes professionals from a variety of financial, legal, insurance, non-profit and other advisory and client-service professions.

We founded THI and created The Heritage ProcessTM  to be a bridge between the ‘products’ of traditional planning (things like wills and trusts) and the hopes and dreams that parents and grandparents have for their family to be unified, productive and healthy for many generations.

To achieve that goal, the family must learn to identify what matters most to them, how to work together, and how to equip succeeding generations to deal with the responsibilities and opportunities of both the financial and the emotional inheritances they will receive.  That is what we help them to accomplish.

Our purpose is to assist families

and individuals to achieve

what matters most to them.

Advisors trained to provide the Heritage ProcessTM are located in the USA, Western Europe and Brazil.