Membership with The Heritage Institute is transformational. We provide the experienced professional with the ability to guide the families they serve through the most important facets of multi-generational wealth transfer.
That ability comes not just from extensive training, practice, mentoring and support, but also from the fact that Heritage professionals start from a different place with their clients. They are not boxed-in by a single label, like financial advisor, consultant, attorney or non-profit officer. While they may be one or more of those things, the experience they deliver to their clients through The Heritage Process is unlike anything the client has known.
Our training and mentoring is done by current practitioners. They teach and model concepts and skills that are transferrable, and that can be quickly applied in your unique situation. Learning happens outside the classroom as well, especially through real client interactions with the support of an experienced mentor.
Heritage members are supported by a community of like-minded professionals from a variety of disciplines. What they share is a united vision of changing the world through heritage planning.
Starting from a different place also means ending at a different place. Heritage members tell us that their relationships with all those with whom they work become, richer, deeper and more significant.
If this kind of transformation appeals to you, and if you’d like to learn more about what it means to start from a different place, please call us.
