THE 3RD COMPONENT OF PLANNING

What, exactly, is Heritage Design, and how does it interface with traditional financial and estate planning? Why is Heritage Design so critical for families with a multi-generational perspective, and how did it develop over time? What can Heritage Design do for your family, and how can you get started? 

These and other important questions are answered in this informative article.

SUSTAINING FAMILY WEALTH & UNITY ACROSS GENERATIONS

In this groundbreaking white paper, Rod Zeeb and Ryan Zeeb share the distillation of two decades of research into the specific steps that successful multi-generational families have taken over the centuries to remain strong and united. The twelve 'Elements' detailed in this paper have been proven to be the true keys to family success. They form the foundation for the delivery of Heritage Design services by professional advisors, though many of the steps are things you can put into place yourself.

THE KEY TO THRIVING IN A LIFE FILLED WITH BUMPS AND BRUISES

To be a child means to live in a whirlwind of non-stop change. And to get through that whirlwind and come out at the other end as a well-adjusted, productive, empathetic, and responsible young adult requires the mastery of one of life’s most important - and difficult - skills: resilience.

In our work with families in the heritage design process, the topic of resilience as a critical life skill and attitude set comes up frequently.

Learn how to cultivate resiliency in your children and grandchildren in this white paper by Lori Coonen.

THRIVING FAMILIES

When is a good time to invest in your family? The short answer is always. The longer answer is always.  And, what does a ‘thriving’ family look like? It is a deceptively simple question. For starters, we’d suggest that any definition would have to go beyond the money. Way beyond. 

We define a thriving family as one in which family members work together with a unified purpose within an ongoing, multi-objective process like Heritage Design. If you want your family to thrive now and for generations to come, discover what options you have to begin the journey.

HIGH LEVEL COLLABORATION

The purpose of this paper is twofold: first, to highlight the benefits that high-level collaboration delivers to both the client and the advisor, and second, to identify and offer concrete solutions for the three primary issues that prevent advisors from collaborating together effectively.

CREATING MULTI-GENERATIONAL, TRANSFORMATIONAL, PHILANTHROPY IN YOUR FAMILY

In this groundbreaking white paper, we will explain the concept of “transformational philanthropy” and how to create multi-generational, transformational philanthropy in your family, which results in families remaining together for multiple generations and develops multi-generational philanthropists and donors.

FAMILY CULTURE: THE KEY INGREDIENT FOR SUCCESSFUL, HARMONIOUS, MULTI-GENERATIONAL FAMILIES

The key takeaway from this extensive study was that successful multi-generational families worked consciously and consistently to create, nurture, and conserve a culture of communication, trust, and mentoring within the family. And they pursued that noble objective within the context of a clear and united understanding of their family’s distinct purpose.

EFFECTIVE FAMILY GOVERNANCE

The most technically complex, artfully crafted Family Governance structures in the world will not keep the family and its fortune together or help the family to achieve their vision over time.