We are a group of professionals who are dedicated to helping families just like yours to get stronger today and to stay that way for generations. We have developed a process through which families (at all income 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 have decades of combined experience, and we are also the recognized leaders in teaching the principles and practices of Heritage Design to professionals around the world. We look forward to meeting you, and to discovering together how we can help you to follow your family's best path forward.
Rodney (Rod) C. Zeeb, JD, HDP™
Rodney (Rod) C. Zeeb, JD, HDP™, is passionate about helping families prepare their children and grandchildren for the inheritances they will receive and to thrive together as a family for multiple generations. Rod works with families throughout the financial spectrum, from the millionaire next door to multi-billionaires, from first-generation wealth creators to families who have maintained their family wealth and unity for multiple generations.
Rod is a self-proclaimed recovering estate planning attorney with a casual and easy-going persona. While he greatly enjoys and takes pride in founding The Heritage Institute, his true passion is working one on one with families and guiding them to a place of increased confidence, preparing their heirs, and having more fun!
Rod is the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.
Lori Coonen, HDP™
With a style similar to your most trusted friend and confidant, Lori has been working together with families for over twenty-five years. She serves individuals and families who desire to keep their families strong and in harmony. Lori helps create a culture of communication & trust within the family to successfully navigate important, and maybe difficult or emotional, conversations. She also facilitates family meetings focused on enhancing leadership, identifying common family values and purpose, and establishing systematic intentional traditions for successful family transitions.
Lori works with first generation wealth creators and their other trusted professionals to design and implement effective strategies for their family’s future, while guiding the second and third generation wealth receivers as they navigate new opportunities provided by the family’s wealth. Lori enjoys working with clients who understand “it’s always a good day to invest in their family.”
Lori is the co-author of several white papers on the topic of successful multigenerational planning and the book, un-Prepared: Heirs at Risk - 14 Elements of Successful Wealth Transfer. Lori speaks to groups about Heritage Design and Developing Leadership in the Family.