We are pleased to provide you with tools and information to explain the benefits and processes of Heritage Design. From in-depth historical background to practical, proven steps you can take today to help strengthen and unify your family, the articles offer a wealth of useful information. To access our
resources page, please complete the form below and we will send it right to you. (Don’t worry, we do not share your information.)
Please contact us with any questions you may have, or to request a conversation about what Heritage Design could look like in your family.
FAMILY ASSESSMENT
Unlike a gym assessment, this assessment requires no running or jumping! This assessment is one of the most popular and useful exercises we have ever developed. The one-page checklist will walk you through a series of questions designed to clarify where your family is today on several important topics. From the quality of communication and trust inside your family to your shared family goals and objectives, this quick assessment provides a framework for understanding the areas where your family is performing in an ideal way today as well as identifying areas for improvement. Of course, there are no “correct” answers, but if you repeatedly identify your family as being in category #1 or #2 for many of the responses, a family meeting right now might be in order.
We look forward to you contacting us when you have completed the exercise.
THE 3RD COMPONENT OF PLANNING
What, exactly, is Heritage Design, and how does it integrate 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?
Find the answer to these and other important questions here.
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 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 long answer is always. And, what does a ‘thriving’ family look like? It is a deceptively simple question. For starters, we would 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.
HOW TO ACCESS OUR ORIGINAL ARTICLES, WHITE PAPERS, AND ACTIVITIES
Accessing our original content to read online or download is easy. Just provide your name and e-mail address. On the form to the right, in the “Message” section, please indicate in which resource(s) you are interested. You will instantly be provided with a link to our Resources page. The Resource page contains our library of informative, useful materials. You only need to provide your email one time.
Your privacy is important; we don’t sell or provide your email to anyone!