The Heritage Institute, LLC
The Heritage Institute (THI) is a community of like-minded men and women dedicated to making a difference in the world. It includes professionals from a variety of financial, legal, insurance, non-profit and other advisory and client-service professions.
We founded THI and created The Heritage ProcessTM to be a bridge between the ‘products’ of traditional planning (things like wills and trusts) and the hopes and dreams that parents and grandparents have for their family to be unified, productive and healthy for many generations.
To achieve that goal, the family must learn to identify what matters most to them, how to work together, and how to equip succeeding generations to deal with the responsibilities and opportunities of both the financial and the emotional inheritances they will receive. That is what we help them to accomplish.
Our purpose is to assist families
and individuals to achieve
what matters most to them.
Areas of Focus
• Financial Planning
• Estate Planning
• Heritage Planning
Services Offered
• Family Councils
• Facilitated Family Retreats
• Dispute Resolution Process
• Strategic Philanthropy