Heirloom is a structured evaluation of how prepared your family is for wealth transition — before it happens. A private, scored report in under 30 minutes.
The greatest inheritance risk isn't market volatility. It's silence.
Heirloom — Family Readiness AssessmentYou have attorneys. Advisors. A trust structure built to last generations. But there is a question most estate plans never ask:
Are your heirs actually prepared to receive what you've built?
of wealth transfers fail by the third generation — not from poor investment strategy, but from inadequate preparation of the people who inherit it.
of family offices report next-generation members feel unprepared to manage inherited wealth at the time of transfer.
of family offices have no structured inheritance preparation plan — despite the majority holding multi-generational estate conversations.
The Quick Check is a free, lightweight version of the full assessment. Six dimensions. No scoring. Just an honest read on where the gaps are likely to be — and whether the full assessment is right for you.
Heirloom is a preparation platform — tools, calculators, guides, and assessments built for families navigating significant wealth transfer. Start free. Unlock the full library with membership.
How openly has the family discussed the estate structure, intentions, and expectations around wealth?
Do heirs understand how wealth works — investing, taxes, structures — and have they managed real financial stakes?
Have children been given opportunities to manage money with genuine consequences and real accountability?
Are the family's values and stewardship expectations clearly articulated — and understood by those who will inherit?
Have heirs developed their own identity, earning capacity, and decision-making ability independent of family wealth?
Is there a shared vision and governance framework for how family wealth decisions will be made across generations?
Answer 33 structured questions about your family's transparency, governance, financial exposure, and communication patterns. Designed to surface what you know — and what you've been avoiding.
Your Family Readiness Score is calculated across all six dimensions, with a dimension-by-dimension breakdown showing where your family stands — and where the gaps are.
Your personalized PDF report delivers score-band narratives, actionable next steps specific to your results, and conversation frameworks for the difficult discussions most families postpone.
Heirloom is built for families navigating generational wealth transfer — not for those in crisis, but for those who want to lead this process thoughtfully.
If these questions give you pause, Heirloom is built for you.
Heirloom was built from conversations inside private founder communities — where the question of heir readiness surfaces constantly and the tools to answer it don't exist.
"Give your clients a structured readiness baseline before your first estate conversation. It changes what that conversation is."
of family offices report their next-generation members feel unprepared to manage inherited wealth at the time of transfer
of family offices report no structured inheritance preparation process despite active estate planning
If you work with families navigating significant wealth transfer and want to introduce Heirloom as a client resource, we'd like to hear from you.
Learn About Advisor AccessHeirloom surfaces the conversations your estate plan isn't having. Your scored, private report is ready immediately after completion.
Built for parents with significant wealth. 20–25 minutes. Private report. No advisor required.