The Heritage Process™ is Powerful & Effective
We took what has worked in successful families for centuries and put it into the Heritage Process™. This proven process helps people to discover and secure the furture they really want. It was developed to help families and individuals achieve their dreams across generations.
In the Heritage Design™ Process, families learn to:
Identify family stories, values, life lessons and experiences, and use them as the cornerstone for all their planning.
Communicate effectively on an adult-to-adult level.
Prepare & equip the next generations.
Work together and mentor the children in the skills they’ll need to succeed as individuals and as a united family.
The principles of The Heritage Process™ have nothing to do with money. They apply to people at all income levels because designing for the future of your money is not the same as designing for the future of your family.