Resources

Hardcover: 221 pages

Publisher: Heritage Institute Press

# ISBN-10: 1933694-03

Beating the Midas Curse shows families how they can remain healthy and prosperous across multiple generations by adding the ‘3rd Element’ of heritage planning to their financial and estate planning mix. To purchase this book directly from the publisher, go here.

A selection of information and original articles

about The Heritage Process TM.

Information For Professionals

More professionals are integrating The Heritage Process into their businesses as a way of providing multi-generational value to those whom they serve. This PDF describes how THI and you can work together to make that happen.

The 3rd Element For Families & Individuals

Successful families have shared one thing in common across the centuries. They all engage in some from of heritage planning, which we call ‘The 3rd Element of Planning.’ This white paper explores the 3rd Element, and explains what it can do for your family.

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What Matters?

The Heritage Process is about real families and real life. In this article, Rod Zeeb introduces one family for whom the search for What Matters leads to important discoveries.

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Information For Families

and Individuals

This brochure describes the Heritage Process, its benefits to your family now and in the future, and how it works with your existing planning.

Leadership

Effective leadership is as important in families as it is in nations or businesses. Learn about leadership in The Heritage Process, and examples of great leadership in history.

Are We Remembering?

The lessons, stories, values and life experiences of our parents and grandparents are the greatest treasure we have.

Are we remembering, and making sure their stories will be there to help guide our families for generations?

Guidelines for Effective Family

Governance- a White paper for

professionals

This white paper is based upon lessons learned in the application of The Heritage Process with families over two decades. It provides specific detail on the principles underlying effective governance, provides examples, and includes resources.

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