Heirloom was created by people who spent years inside private wealth communities listening to the same question surface, repeatedly, without a good answer.
Heirloom was founded by practitioners with deep experience inside the world of high-net-worth families — advisors and operators who have spent years inside the private communities where these conversations happen at the highest level.
The insight wasn't complicated. Families with sophisticated estate plans — attorneys, advisors, trust structures — were still missing something. Not the legal infrastructure. The human one. The question of whether the people inheriting the wealth were actually prepared to receive it was being asked everywhere. And answered nowhere.
We built Heirloom because that gap was obvious to everyone inside those rooms, and invisible to almost every tool on the market.
"The families who successfully transfer wealth across generations are not the ones with the most sophisticated estate plans. They are the ones who had the most honest conversations."
Heirloom was developed by people with direct experience inside private founder communities and wealth advisory contexts — not built by outsiders guessing at the problem.
The six-dimension framework draws on decades of family wealth transfer research — UBS, Campden Wealth, Family Office Exchange, and the foundational scholarship on why wealth transfers fail.
Heirloom is not affiliated with any wealth management firm, estate planning practice, or financial institution. It has no commercial interest in what you do with your results.
This is a tool for families, not a platform for public disclosure. Your assessment results are yours. They are never shared, aggregated for marketing, or used to generate leads for third parties.
Heirloom is intentionally brand-neutral. We believe the diagnostic framework should carry the credibility here — not the biography of whoever built it.
The families this tool is designed for are private by nature. It seemed right that the platform serving them should be too. We are practitioners, not personalities. The work is what we want you to evaluate.
The best advisory relationships are the ones where the advisor disappears and the clarity remains. We built Heirloom to function the same way.
Heirloom — On Our ApproachHeirloom is the diagnostic layer before any governance or education intervention. It doesn't prescribe advisors, programs, or next steps beyond what your specific results indicate.
33 structured questions across six dimensions. Behaviorally anchored, designed to surface what you know — and what you've been avoiding. Completable in under 30 minutes.
Your Family Readiness Score is calculated across all six dimensions. The score is a starting point, not a verdict. What matters is the dimension-by-dimension breakdown.
A private PDF delivered immediately after completion. Score-band narratives, gap analysis, and conversation frameworks for the difficult discussions most families postpone.
Every dimension is grounded in published family wealth research. The framework reflects decades of documented patterns in how wealth transfers succeed — and fail.
Tools, calculators, guides, and templates built for families navigating significant wealth transfer. The assessment is the anchor; the library deepens the work.
Advisor-agnostic, institution-neutral, and designed to feel like a serious professional tool. Comparable in quality and rigor to what family offices use internally — without the cost.
The research is consistent across every major study of family wealth transfer. The failure rate isn't driven by bad investments or poor estate planning. It's driven by the preparation gap — the space between what families plan and what people actually understand, value, and can steward.
Heirloom was built to measure that gap. Precisely, privately, and before it becomes irreversible.
of wealth transfers fail by the third generation — driven by breakdown in communication, not financial mismanagement
of ultra-wealthy parents worry their heirs aren't prepared — yet only 34% have any structured readiness plan in place
of family offices have no structured inheritance preparation plan, despite active estate planning
Heirloom surfaces the conversations your estate plan isn't having. Your scored, private report is ready immediately after completion. No advisor required.
