The best inheritance is knowledge.
Unlock your Financial Future 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.
INTRODUCING
HEIRLOOM ACADEMY
In Heirloom Academy, you’ll have access to in-depth finance fundamental education, alongside supporting resources and worksheets to spark thought, conversation, and collaboration with friends and family.
When you join the Academy, you'll...
Gain knowledge and learn strategies to save money, be smart about debt, establish a strong money mindset, improve your financial agency, and more
Receive monthly continued learning opportunities
Get personalized support and encouragement from financial professionals, like your family’s financial advisor
Access Heirloom’s library of resources packed with worksheets and downloadable to help you navigate your path to wealth stewardship
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.
It strengthens 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.
It 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.
It 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.
WHAT WE COVER
A Sneak Peek to the 6 Pillars of Heirloom Academy
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
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
Why Heirloom?
Explore how we help people achieve career confidence and financial security so they can focus on pursuing passions and living a fruitful life.
Fun, Interactive Lessons
Real-world, Practical Scenarios
Gain Knowledge & Get Certified
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