The best inheritance is knowledge.
Helping Financial Advisors Empower Wealth Across Generations
Heirloom is a sophisticated financial edcaution program for your clients’ teens and young adults–helping you deepen trust, expand your value, and support the next generation.
The opportunity for advisors
Your clients are planning for the future. We help you prepare their heirs for it.
As a financial advisor, you’re helping families build and protect their wealth–but who’s preparing their children to receive it?
Heirloom helps you equip the next generation with the financial fluency, values, and confidence/knowledge, tools, and mindset to steward wealth with clarity–and keep your firm in the conversation.
How we help
Add Value Beyond Portfolio Management
With the largest wealth transfer in history underway, it’s no longer enough to serve the current generation. Advisors who help prepare the next generation will win in the long run.
Heirloom fosters family legacy.
By combining financial literacy with money values discussions, families ensure wealth is used intentionally and sustainably to impact opportunities and life outcomes for future generations.
Heirloom builds financial confidence.
Teens and young adults who understand personal finance fundamentals and money management feel empowered to step into the role of wealth stewards when the time comes.
Heirloom prevents wealth erosion.
Families who talk about money and values and equip heirs with the knowledge to manage assets are far less likely to fall into the "shirtsleeves to shirtsleeves in three generations" cycle.
Heirloom strengthens client relationships.
Heirs are one of the most important assets in your client’s life. Supporting heirs with financial preparedness builds unbreakable bonds with families.
WHAT WE COVER
The Heirloom Education Experience
Through courses, resources, and workshops, we provide modern, empathy-driven financial education to help advisors empower heirs to confidently manager their financial future. Our core themes include:
Financial Literacy & Agency
Building fluency and confidence in budgeting, credit, investing basic, risk, and more
Understanding Wealth Structures
Trusts, advisors, estate basics--simplified for emerging decision-makers
Personal Values & Legacy
Guided reflection on what wealth is for, and how to build financial identity
Real-World Scenarios
Hands-on practice for evaluating choices, avoiding common pitfalls, and learning by doing
SEAMLESS PARTNERSHIPS
How It Works
Explore how we help people achieve career confidence and financial security so they can focus on pursuing passions and living a fruitful life.
You Refer a Family
You recommend the program to your client and introduce us (or enroll on their behalf)
We Deliver the Experience
We educate and you're continuously referenced as a valuable resource
You Get the Credit
You've just added exceptional value to your practice without adding more to your plate.
Why Top Advisors Partner with Heirloom
We work with you as a complementary value-add service. You remain the lead contact. We simply help you add a meaningful layer of support for the key rising generations in your book of business.
- Deepen relationships with client families across generations
- Enhance your client offering with a thoughtful, age-appropriate service
- Stand out from other advisors with a unique educational tool
- Reduce client risk by helping young heirs avoid costly mistakes
- Strengthen retention by preparing future decision-makers early
Support your clients. Secure your relationships. Strengthen your practice.
You’ve spent decades building these relationships. Hold onto them with Heirloom.