"68% of ultra-wealthy parents worry their heirs aren't prepared. Only 34% have any structured plan."UBS Global Family Office Report
A structured evaluation of your family's readiness for wealth transition — before it happens. Private, scored, delivered immediately.
You have attorneys. Advisors. A trust structure built to last generations. But there is a question most estate plans never ask:
The greatest inheritance risk isn't market volatility.Heirloom — Family Readiness Assessment
It's silence.
The Quick Check is a free read across all six dimensions. No account, no scoring — just an honest look at where the gaps are likely to be, and whether the full assessment is right for you.
Heirloom is a preparation platform — tools, 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 wealth?
Is there a shared vision and governance framework for how wealth decisions will be made across generations?
Three steps from uncertainty to a clear, actionable picture of your family's readiness. No advisor required. Completed in under 30 minutes.
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 — a breakdown showing exactly where your family stands and where the critical gaps are most likely to surface.
Your private PDF report delivers score-band narratives, actionable next steps specific to your results, and conversation frameworks for the difficult discussions most families postpone indefinitely.
Built for families navigating generational wealth transfer — not those in crisis, but those who want to lead this process thoughtfully.
If these give you pause, Heirloom is built for you.
Built from conversations inside private founder communities — where the question of heir readiness surfaces constantly and the tools to answer it simply don't exist.
"Give your clients a structured readiness baseline before your first estate conversation. It changes what that conversation is."
of single-family offices lack a formal succession plan despite active estate planning
cite rising-generation unpreparedness as their top organizational risk
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 Access
In under 30 minutes, Heirloom surfaces the conversations your estate plan isn't having. Your scored, private report is ready immediately after completion.
