WHO WE ARE
The premier training resource for professionals who desire to become their clients’ trusted professional.
The world leader in Heritage Process research, development, and delivery.
A community of like-minded professionals who generously share their skills and experience with one another.
WHAT WE DO
•We believe that to be your client’s first call, you must first be their trusted professional. We train professionals on how to enhance their client relationships, shifting from a professional to the professional. The professional is a professional who knows their client's core values and asks the right questions to unleash the motivation and desire that will define the client’s next steps. The Heritage Institute Community includes thought leaders, pioneers, and professionals who do so much more than just advise.
•We provide training, coaching, and mentoring to professionals and non-profit professionals, which includes enrolling new clients and professionals, building deeper relationships, and building and facilitating collaborative teams of professionals to serve clients.
• We are the acknowledged leader in multi-generational planning, which is sometimes called inter-generational planning or family succession planning.
Click on the image to listen to the
“Who We Are” podcast with
Heritage Institute founder Rod Zeeb.
THE HERITAGE INSTITUTE STAFF
Our Strategic Relationships
Our Strategic Relationships are important to our community and they are also great people to get to know. Each of them is not only a resource to our members but active in our training so they understand what your clients are or will be experiencing and can help add value.
Allegiance publishes a number of works directly related to Heritage Design work, including the Family Alignment Day workbooks, Beating the Midas Curse (2nd Edition), What Matters, Jonathan Marvel’s Christmas Pockets, Sustaining Family Wealth & Unity, Effective Family Governance, and Rod Zeeb’s Family Stewardship book. Allegiance also provides special editions of many of these works which allows you to customize and/or brand the books with your contact information.
Contact: (307) 459-1296 | www.allegiancepublishing.com
The Financial Services Division at Rare Coins of New Hampshire caters to a global community of financial professionals and estate planning attorneys. RCNH specializes in providing independently certified rare coin and precious metals portfolio services including assembly and design, management, liquidation, computerized evaluations, and trading for all precious metals including gold, silver, platinum, and palladium.
RCNH has been a trusted source of precious metals and numismatic expertise for renowned organizations such as Virginia Tech University, The Gettysburg Foundation, Utah Valley University, PBS (Public Broadcasting Service) as well as The State of Vermont’s Department of Taxation. As a member of prestigious consumer protection affiliations, including The Professional Numismatists Guild (PNG) and its precious metals affiliate, The Accredited Precious Metals Dealer program (APMD), RCNH stands as a respected and highly reputable entity. PNG and APMD are nonprofit organizations comprising leading experts in precious metals, rare coins, and paper money nationwide. Notably, Rare Coins of New Hampshire has recently received recognition as one of the “100 Most Influential Companies” in the precious metals and numismatic industries by Amos Press.
Contact: Donald W. Dee, Director of the Financial Services Division
800.225.7264 | don@rcnh.com | www.rcnh.com
We are a group of experienced professionals who are dedicated to helping families to get stronger today and to stay that way for generations. We have developed a process through which families (at all income and net worth levels) can learn to work together, enhance trust and communication, and work for the betterment of the family as a whole while helping each individual family member to identify and pursue the things that matter most to him or her. We help families prepare their children and grandchildren, so they are ready to protect, manage and grow their inheritances, and to thrive together as a family for multiple generations.
Contact: admin@genacygroup.com | www.genacygroup.com
The Blueprint Process and its Practitioners act as guides for you to identify your Purpose and apply it to what you do daily with your clients and family. This application of your Purpose to what you do creates more focus and fulfillment to your days, while creating maximum value for your people. It's truly a win/win. You can find out more at our website where you can read about each of the Practitioners and choose which one suits you best.
Contact: Tammi@blueprintprocess.com| www.blueprintprocess.com
leafplanner is charting new territory as it establishes itself at the intersection of WealthTech, professional services technology and family office management to enable families of wealth to be better educated, engaged, empowered, and prepared. Having productized over three decades of wealth advisory and risk management expertise, leafplanner’s software platform enables clients to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information, which, in turn, allows a family to identify blind spots and take proactive and corrective actions, resulting in an effective, comprehensive, and efficient succession and succession of information.
Contact: Josh@leafplanner.com | www.leafplanner.com
