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...

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GENERATION DIFFERENCES

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.

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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."

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Underlying Principles of Effective Family Governance - continued

We have found that heirs are seldom equipped to handle the wealth that will come their way.

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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.

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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.

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The 3rd Component

By the end of the third generation, more than 90% of families see both their unity and their assets disappear.

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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.  

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Mentoring

Mentoring is one of the most effective tools successful multi-generational families employ to create a culture of working together as a family on things that are important to the family.

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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.

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