Financial education & heir preparation
Elevate your practice with Heirloom
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.
How we help
Why Leading Advisors Partner With Us
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.
Curated Learning Paths
Sophisticated curriculum designed specifically for HNW families, covering financial concepts with engaging, interactive content
Expert Content
Premium educational content created by certified financial education instructors, continuously updated with timely and relevant insights
White-Label Solutions
Customizable resources that maintains your firm's branding while delivering world-class financial education experience
Multigenerational Collaboration
Enable seamless knowledge sharing between generations with family-focused features and collaborative learning opportunities
Streamlined Communication
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.
Financial education & heir preparation
Elevate your practice with Heirloom
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.
WHAT WE COVER
Pricing Teaser/Different levels of partnership
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
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
