Transformational Philanthropy
“Transformational philanthropy” may be a new term to some of you. Here is an easy way to understand the concept:
Where Heritage Design Fits
"When family is neglected, more than money withers and dies. Relationships do, too. Heritage Design helps to put family first– and keep it there."
The Gift of Effective Family Governance
Most inheritance plans ultimately fail because the inheritors are not prepared for the responsibilities that come with their financial & familial inheritances.
Underlying Principles of Effective Family Governance
The Family Heritage Milestones are the children/grandchildren’s hands-on classrooms to prepare them for the inheritance they will receive.
FAMILY CULTURE
The Key Ingredient for Successful, Harmonious, Multi-generational Families
Creating and maintaining a unique family culture takes time. It cannot be done by simply holding a family meeting or two, or a retreat...
Underlying Principles of Effective Family Governance - continued
We have found that heirs are seldom equipped to handle the wealth that will come their way.
As a trusted professional for the family, did you know you have to “up your game?” I know it is in more ways than just one; however, today, we will focus on the differences by generation.
The 3rd Component
By the end of the third generation, more than 90% of families see both their unity and their assets disappear.
UNLOCK THE SECRETS OF ENHANCED CLIENT ENGAGEMENT: The BBB Training Difference
Our Better Listening, Better Questions, Better Relationship (“BBB”) training was initially part of our Heritage Design Professionals Certification Coaching Program.
State of The Institute
As The Heritage Institute winds up its 19th year, we – as in THI and our HDPs and Members – find ourselves in a unique position.
